Alta Fox Capital Management 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Alta Fox Capital Management disclosed 13 US equity positions worth $280.7m in its Q4 2024 13F filing. The largest position was 1RG at 28.3% of the reported book, followed by DAKT and MSFT. Against the Q3 2024 filing, it opened 4 new positions, added to 4 and reduced 2 among the top 13 holdings.
What did Alta Fox Capital Management own in Q4 2024? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | 1RG REV GROUP INC | 28.3% | $79.6m | 2,497,167 | 0% | held | |
| 2 | DAKT DAKTRONICS INC | Technology | 18.5% | $51.8m | 3,074,336 | 311% | added |
| 3 | MSFT MICROSOFT CORP | Technology | 9.3% | $26.0m | 61,800 | 323% | added |
| 4 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 8.6% | $24.3m | 1,263,234 | – | new |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 8.1% | $22.7m | 103,652 | 100% | added |
| 6 | FWRD FORWARD AIR CORP | Industrials | 8.0% | $22.3m | 692,144 | -13% | reduced |
| 7 | WLY WILEY JOHN & SONS INC | Communication Services | 5.4% | $15.2m | 347,047 | 172% | added |
| 8 | META META PLATFORMS INC | Communication Services | 3.8% | $10.8m | 18,400 | 0% | held |
| 9 | NRDS NERDWALLET INC | Communication Services | 3.8% | $10.8m | 809,086 | – | new |
| 10 | MA MASTERCARD INCORPORATED | Financial Services | 2.4% | $6.8m | 13,000 | 0% | held |
| 11 | BBW BUILD-A-BEAR WORKSHOP INC | Consumer Cyclical | 2.0% | $5.6m | 122,300 | – | new |
| 12 | IDT IDT CORP | Communication Services | 1.7% | $4.7m | 98,935 | -68% | reduced |
| 13 | INTEGRAL AD SCIENCE HLDNG CO | 0.0% | $60.6k | 5,800 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.