Alta Fox Capital Management, LLC Portfolio Holdings

Alta Fox Capital Management, LLC

  • $307 Million
  • Q2 2025

Alta Fox Capital Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $307 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Rev Group, Inc. with a value of $76.4M, Daktronics Inc with a value of $75.2M, Dexcom Inc with a value of $21.6M, Trimas Corp with a value of $21.2M, and Microsoft Corp with a value of $21M.

Examining the 13F form we can see an increase of $60M in the current position value, from $247M to 307M.

Alta Fox Capital Management, LLC is based out at Fort Worth, TX

Below you can find more details about Alta Fox Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $307 Million
Technology: $106 Million
Industrials: $78.9 Million
Consumer Cyclical: $47.3 Million
Communication Services: $33.3 Million
Healthcare: $28.4 Million
Financial Services: $13.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$161M
$6.71 Million 2.19% of portfolio
581,877
Q2 2025 Added 44.35%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $307 Million
  • Prior Value $247 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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