Alta Fox Capital Management, LLC Portfolio Holdings by Sector
Alta Fox Capital Management, LLC
- $247 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Farm & Heavy Construction Machinery | Industrials
REVG 1 stocks |
$72,768
29.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
DAKT 1 stocks |
$72,758
29.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
TRS 1 stocks |
$17,385
7.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$15,878
6.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$15,791
6.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
ATI 1 stocks |
$11,254
4.55% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
IAS 1 stocks |
$9,785
3.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
ARCO 1 stocks |
$9,032
3.65% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
DV RSKD 2 stocks |
$7,955
3.22% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
IDT 1 stocks |
$6,981
2.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
JYNT 1 stocks |
$5,034
2.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
ARES 1 stocks |
$2,453
0.99% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
TNC 1 stocks |
$73
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|