Cat Rock Capital Management LP
7 holdingsFiling period: 2026-06-30Current AUM: $467.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group Inc | 63.3K | $84.4M | $72.6M | 15.53% | +17.3K | 2026-06-30 |
| 2 | FA | First Advantage Corp New | 4.23M | $76.3M | $91.3M | 19.52% | -- | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 200.6K | $74.8M | $104.7M | 22.39% | -48,310 | 2026-06-30 |
| 4 | ARES | Ares Management Corporation | 664.0K | $73.9M | $85.1M | 18.19% | +75.9K | 2026-06-30 |
| 5 | TKO | Tko Group Holdings Inc | 339.2K | $68.3M | $61.3M | 13.10% | +32.7K | 2026-06-30 |
| 6 | MSCI | Msci Inc | 50.0K | $28.0M | $31.2M | 6.67% | +8.0K | 2026-06-30 |
| 7 | TSM | Taiwan Semiconductor Manufac | 53.0K | $25.3M | $21.5M | 4.60% | -9,200 | 2026-06-30 |
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