Alta Fox Capital Management, LLC Top Holdings and 13F Report (2025) About Alta Fox Capital Management, LLCInvestment ActivityAlta Fox Capital Management, LLC has $280.74 million in total holdings as of December 31, 2024.Alta Fox Capital Management, LLC owns shares of 13 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 43.02% of the portfolio was purchased this quarter.About 17.86% of the portfolio was sold this quarter.This quarter, Alta Fox Capital Management, LLC has purchased 14 new stocks and bought additional shares in 4 stocks.Alta Fox Capital Management, LLC sold shares of 2 stocks and completely divested from 5 stocks this quarter.Largest Holdings REV Group $79,584,712Daktronics $51,833,305Microsoft $26,048,700DoubleVerify $24,266,725Amazon.com $22,740,212 Largest New Holdings this Quarter DoubleVerify $24,266,725 HoldingNerdWallet $10,760,844 HoldingBuild-A-Bear Workshop $5,630,692 HoldingIntegral Ad Science $60,552 Holding Largest Purchases this Quarter Daktronics 2,325,779 shares (about $39.21M)DoubleVerify 1,263,234 shares (about $24.27M)Microsoft 47,200 shares (about $19.89M)Amazon.com 51,800 shares (about $11.36M)NerdWallet 809,086 shares (about $10.76M) Largest Sales this Quarter IDT 210,154 shares (about $9.99M)Forward Air 104,948 shares (about $3.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlta Fox Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorREVGREV Group$79,584,7120.0%2,497,16728.3%TransportationDAKTDaktronics$51,833,305$39,212,634 ▲310.7%3,074,33618.5%Computer and TechnologyMSFTMicrosoft$26,048,700$19,894,800 ▲323.3%61,8009.3%Computer and TechnologyDVDoubleVerify$24,266,725$24,266,725 ▲New Holding1,263,2348.6%Computer and TechnologyAMZNAmazon.com$22,740,212$11,364,402 ▲99.9%103,6528.1%Retail/WholesaleFWRDForward Air$22,321,644$3,384,573 ▼-13.2%692,1448.0%TransportationWLYJohn Wiley & Sons$15,169,424$9,587,745 ▲171.8%347,0475.4%Consumer StaplesMETAMeta Platforms$10,773,3840.0%18,4003.8%Computer and TechnologyNRDSNerdWallet$10,760,844$10,760,844 ▲New Holding809,0863.8%FinanceMAMastercard$6,845,4100.0%13,0002.4%Business ServicesBBWBuild-A-Bear Workshop$5,630,692$5,630,692 ▲New Holding122,3002.0%Retail/WholesaleIDTIDT$4,701,391$9,986,518 ▼-68.0%98,9351.7%UtilitiesIASIntegral Ad Science$60,552$60,552 ▲New Holding5,8000.0%Business ServicesPRMPerimeter Solutions$0$12,819,908 ▼-100.0%00.0%Basic MaterialsCASHPathward Financial$0$10,373,736 ▼-100.0%00.0%FinanceVCTRVictory Capital$0$7,024,720 ▼-100.0%00.0%FinanceAIVApartment Investment and Management$0$6,536,327 ▼-100.0%00.0%FinanceMLRMiller Industries$0$6,100 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
