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Mark Massey

AltaRock Partners LP

Qualité / Concentré

AltaRock Partners runs an extremely concentrated portfolio built around a small number of very long-term, high-conviction ideas.

Portfolio
$4.1B
Equity positions
8
Top 10 concentration
100.0%
Weighted yield
0.9%
Dividend coverage
16.8%

Portfolio as of March 31, 2026

Company Value %
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Quarterly moves

Q4 2025 → Q1 2026

New buys

Amount invested · % of portfolio

0

None

Positions added to

Amount bought · (±%) · % of portfolio

2
Positions trimmed

Amount sold · (±%) · % of portfolio

6
Positions closed
0

None

Portfolio value over time

Top 10 holdings evolution as of March 31, 2026

Share of portfolio (%) since inception, top 10 as of the selected quarter.

Sector breakdown

Based on holdings matched to a stock referenced on the site.

Dividend aristocrats held

Stocks with at least 25 consecutive years of dividend growth.

No matching holding among stocks referenced on the site.

Frequently asked questions

What are Mark Massey's top holdings?

As of March 31, 2026, the top three holdings of AltaRock Partners LP are AMAZON.COM INC, TRANSDIGM GROUP INC, MICROSOFT CORP.

How many positions does Mark Massey hold?

AltaRock Partners LP reports 8 equity positions worth $4.1B as of March 31, 2026.

Does Mark Massey invest in dividend stocks?

The weighted dividend yield of the covered portion of the portfolio is approximately 0.9%.

Data sourced from 13F filings submitted to the SEC, published with roughly 45 days of lag. A 13F only covers long positions in U.S.-traded securities: it excludes short sales, non-U.S. holdings and cash. Provided for informational purposes only and does not constitute investment advice.