Altarock Partners Q3 2017

Altarock Partners holdings Q3 2017
Name ValueChangeSharesChangeWeightingChange
TRANSDIGM GROUP INC$165,286
7.44%
646,531
13.00%
24.17%
11.56%
MOODYS CORP$150,686
14.41%
1,082,4360.00%22.03%
18.79%
PRICELINE GROUP INC$145,391
-2.12%
79,4130.00%21.26%
1.63%
CHARTER COMMUNICATIONS$84,522
-38.88%
232,573
-43.35%
12.36%
-36.54%
MASTERCARD INC CL A$56,239
16.26%
398,2900.00%8.22%
20.72%
WABTEC$51,997
-17.21%
686,4260.00%7.60%
-14.04%
VISA INC CL A$29,732
12.22%
282,5160.00%4.35%
16.52%
Portfolio Information
QuarterQ3 2017
Total value$683,853,000
Holdings7
Managers
Mark Massey
Quarters
2018-09-30
$1,088,696
2018-06-30
$967,209
2018-03-31
$873,855
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