AF

ALTA FOX CAPITAL MANAGEMENT, LLC

13F
ALTA FOX CAPITAL MANAGEMENT, LLC
Last update 2025-05-15 15 Stocks (8 new)
Value $252.00 Mil Turnover 40 %
Countries:
Top Holdings: REVG(28.84%)DAKT(28.83%)TRS(6.89%)MSFT(6.29%)AMZN(6.26%)
Summary Stock Picks Current Portfolio
ALTA FOX CAPITAL MANAGEMENT, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
REVG 		REV Group Inc
2,302,802
72,768.5
-7.78%
28.840
-2.21%
4.460
+53.84%
+34.91%
2,217.9
Farm & Heavy Construction Machinery
DAKT 		Daktronics Inc
5,973,599
72,758.4
+94.31%
28.830
+13.99%
11.970
+11.11%
-19.63%
676.1
Hardware
TRS 		TriMas Corp
742,005
17,385.2
New Holding
6.890
+6.89%
1.830
+12.42%
+4.81%
1,043.9
Packaging & Containers
MSFT 		Microsoft Corp
42,300
15,879.0
-31.55%
6.290
-2.93%
0.000
+16.84%
+11.38%
3,476,052.1
Software
AMZN 		Amazon.com Inc
83,000
15,791.6
-19.92%
6.260
-1.61%
0.000
-0.22%
-5.23%
2,207,245.8
Retail - Cyclical
ATI 		ATI Inc
216,300
11,254.1
New Holding
4.460
+4.46%
0.150
+43.06%
+50.36%
11,674.8
Industrial Products
IAS 		Integral Ad Science Holding Corp
1,214,053
9,785.3
+20,831.95%
3.880
+3.86%
0.740
-19.51%
-20.98%
1,361.4
Media - Diversified
ARCO 		Arcos Dorados Holdings Inc
1,120,700
9,032.8
New Holding
3.580
+3.58%
0.530
-1.74%
+4.06%
1,584.2
Restaurants
IDT 		IDT Corp
136,060
6,981.2
+37.52%
2.770
+0.76%
0.540
+29.15%
+26.40%
1,512.7
Telecommunication Services
RHLD 		Resolute Holdings Management Inc
165,149
5,175.8
New Holding
2.050
+2.05%
1.940
-14.88%
0%
305.5
Business Services

ALTA FOX CAPITAL MANAGEMENT, LLC's Historical Top Holdings Breakdowns

ALTA FOX CAPITAL MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DAKT 		Daktronics Inc2025-03-31Add
+13.99%
●
11.95 ($15.09) 17.66
$13.55
-10.21%
Add 94.31%
5,973,599
2,899,263
FWRD 		Forward Air Corp2025-03-31Sold Out
-7.95%
●
17.41 ($27.58) 34.85
$18.60
-32.56%
Sold Out
0
-692,144
TRS 		TriMas Corp2025-03-31New Buy
+6.89%
●
20.49 ($23.68) 25.42
$25.68
8.45%
New holding
742,005
742,005
DV 		DoubleVerify Holdings Inc2025-03-31Reduce
-6.36%
●
13.34 ($18.52) 23.07
$15.03
-18.84%
Reduce -73.6%
333,465
-929,769
WLY 		John Wiley & Sons Inc2025-03-31Sold Out
-5.40%
●
37.91 ($42.26) 46.73
$38.11
-9.82%
Sold Out
0
-347,047
ATI 		ATI Inc2025-03-31New Buy
+4.46%
●
50 ($56.77) 65.86
$82.76
45.78%
New holding
216,300
216,300
IAS 		Integral Ad Science Holding Corp2025-03-31Add
+3.86%
●
8.06 ($9.97) 10.77
$8.25
-17.25%
Add 20831.95%
1,214,053
1,208,253
META 		Meta Platforms Inc2025-03-31Sold Out
-3.84%
●
576.36 ($645.17) 736.67
$684.62
6.11%
Sold Out
0
-18,400
NRDS 		Nerdwallet Inc2025-03-31Sold Out
-3.83%
●
8.77 ($11.98) 15.15
$10.86
-9.35%
Sold Out
0
-809,086
ARCO 		Arcos Dorados Holdings Inc2025-03-31New Buy
+3.58%
●
7.15 ($7.88) 8.48
$7.52
-4.57%
New holding
1,120,700
1,120,700

ALTA FOX CAPITAL MANAGEMENT, LLC Total Holding History ($B)

To

ALTA FOX CAPITAL MANAGEMENT, LLC's Asset Allocation

To

ALTA FOX CAPITAL MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ALTA FOX CAPITAL MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

ALTA FOX CAPITAL MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ALTA FOX CAPITAL MANAGEMENT, LLC's Holdings Heat Map

Size field:

ALTA FOX CAPITAL MANAGEMENT, LLC's Holdings Bubble Chart

ALTA FOX CAPITAL MANAGEMENT, LLC News

  • 1

Discussions on ALTA FOX CAPITAL MANAGEMENT, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.