CAT ROCK CAPITAL MANAGEMENT LP

Comprehensive Analysis of CAT ROCK CAPITAL MANAGEMENT LP (13F Filing: Q3 2025)

Portfolio Overview

Cat Rock Capital Management LP reported a significant contraction in portfolio value during the third quarter of 2025, with total assets under management (AUM) declining by 36.4%, from approximately $793.8 million to $505.2 million. This reduction is attributable to a combination of active portfolio deleveraging, realized sales, and potential market depreciation in held positions. The fund mai...