What did AltaRock Partners actually do?

A source-backed history of material decisions from AltaRock Partners. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 17
Stocks observed: 6
Outcomes observed: 17

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 17, 2026
48d lag
AMZNTRIM-24.3%
AltaRock Partners · 38.2% of reported portfolio
Original SEC filing ↗
-3.6% vs SPY
33 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 17, 2026
48d lag
MSFTADD+25.0%
AltaRock Partners · 20.5% of reported portfolio
Original SEC filing ↗
+7.1% vs SPY
33 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 17, 2026
48d lag
MAADD+46.2%
AltaRock Partners · 9.3% of reported portfolio
Original SEC filing ↗
-4.4% vs SPY
33 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 17, 2026
48d lag
MCOTRIM-64.9%
AltaRock Partners · 9.1% of reported portfolio
Original SEC filing ↗
-9.7% vs SPY
33 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 17, 2026
48d lag
VADD+67.7%
AltaRock Partners · 6.8% of reported portfolio
Original SEC filing ↗
-1.5% vs SPY
33 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
GOOGLTRIM-74.4%
AltaRock Partners · 1.0% of reported portfolio
Original SEC filing ↗
-18.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
GOOGLTRIM-50.8%
AltaRock Partners · 1.5% of reported portfolio
Original SEC filing ↗
+22.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
AMZNADD+20.4%
AltaRock Partners · 30.3% of reported portfolio
Original SEC filing ↗
-15.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
GOOGLTRIM-67.1%
AltaRock Partners · 3.4% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
AMZNADD+20.6%
AltaRock Partners · 25.1% of reported portfolio
Original SEC filing ↗
-0.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
GOOGLTRIM-69.7%
AltaRock Partners · 10.7% of reported portfolio
Original SEC filing ↗
+34.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
VTRIM-37.0%
AltaRock Partners · 6.0% of reported portfolio
Original SEC filing ↗
-7.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 14, 2025
44d lag
MSFTADD+36.3%
AltaRock Partners · 19.5% of reported portfolio
Original SEC filing ↗
+5.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
VTRIM-21.8%
AltaRock Partners · 6.1% of reported portfolio
Original SEC filing ↗
+5.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 13, 2024
44d lag
AMZNADD+30.8%
AltaRock Partners · 19.8% of reported portfolio
Original SEC filing ↗
+3.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 13, 2024
44d lag
VTRIM-37.1%
AltaRock Partners · 9.6% of reported portfolio
Original SEC filing ↗
+12.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 13, 2024
44d lag
MAADD+132.2%
AltaRock Partners · 6.0% of reported portfolio
Original SEC filing ↗
+6.0% vs SPY
63 sessions after disclosure
direction supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.