Altarock Partners Q4 2017

Altarock Partners holdings Q4 2017
Name ValueChangeSharesChangeWeightingChange
PRICELINE GROUP INC$163,805
12.67%
94,263
18.70%
21.52%
1.21%
TRANSDIGM GROUP INC$159,151
-3.71%
579,531
-10.36%
20.91%
-13.50%
CHARTER COMMUNICATIONS$147,185
74.14%
438,103
88.37%
19.33%
56.43%
MOODYS CORP$142,725
-5.28%
966,907
-10.67%
18.75%
-14.91%
MASTERCARD INC CL A$60,285
7.19%
398,2900.00%7.92%
-3.71%
WABTEC$55,896
7.50%
686,4260.00%7.34%
-3.43%
VISA INC CL A$32,212
8.34%
282,5160.00%4.23%
-2.68%
Portfolio Information
QuarterQ4 2017
Total value$761,259,000
Holdings7
Managers
Mark Massey
Quarters
2017-12-31
$761,259
2017-09-30
$683,853
2017-06-30
$710,056
2017-03-31
$674,236
2016-12-31
$682,438
2016-09-30
$627,923
2016-06-30
$550,469
2016-03-31
$542,502
2015-12-31
$491,903
2015-09-30
$419,538
2015-06-30
$313,516
2015-03-31
$200,101
2014-12-31
$120,927
SEC Filings