Alta Fox Capital Management, LLC Portfolio Holdings by Sector
Alta Fox Capital Management, LLC
- $131 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Credit Services | Financial Services
FCFS MA 2 stocks |
$42,091
32.18% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
DAKT 1 stocks |
$14,626
11.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$11,681
8.93% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WCN 1 stocks |
$11,441
8.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
HLT MAR 2 stocks |
$10,877
8.32% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
IDT 1 stocks |
$9,442
7.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$9,353
7.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
WSC 1 stocks |
$8,858
6.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
REVG 1 stocks |
$6,297
4.81% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$6,142
4.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|