account_balance
Investment manager · 13F filer · SEC CIK 1654648
Cat Rock Capital Management LP
Reported value$431Mas of Jun 30, 2026
Positions7 0 new, 7 sold out
Top 10 weight100.0%TDG alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 7 stocks.
TDGTransdigm Group Inc
19.6%Added +37%
FAFirst Advantage Corp New
17.7%
MSFTMicrosoft Corp
17.4%Trimmed −19%
ARESAres Management Corporation
17.1%Added +13%
TKOTko Group Holdings Inc
15.8%Added +11%
MSCIMSCI Inc
6.5%Added +19%
TSMTaiwan Semiconductor Manufac
5.9%Trimmed −15%
TDGTransdigm Group Inc
19.6%Added +37%
FAFirst Advantage Corp New
17.7%
MSFTMicrosoft Corp
17.4%Trimmed −19%
ARESAres Management Corporation
17.1%Added +13%
TKOTko Group Holdings Inc
15.8%Added +11%
MSCI6.5%TSM5.9%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 7 as a list
What changed