Alta Fox Capital Management 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Alta Fox Capital Management disclosed 19 US equity positions worth $367.9m in its Q2 2025 13F filing. The largest position was 1RG at 20.8% of the reported book, followed by DAKT and NATL. Against the Q1 2025 filing, it opened 7 new positions, added to 5 and reduced 3 among the top 19 holdings.
What did Alta Fox Capital Management own in Q2 2025? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | 1RG REV GROUP INC | 20.8% | $76.4m | 1,605,857 | -30% | reduced | |
| 2 | DAKT DAKTRONICS INC | Technology | 20.4% | $75.2m | 4,973,599 | -17% | reduced |
| 3 | NATL NCR ATLEOS CORPORATION | Technology | 11.7% | $43.2m | 1,513,127 | – | new |
| 4 | DXCM DEXCOM INC | Healthcare | 5.9% | $21.6m | 247,900 | – | new |
| 5 | TRS TRIMAS CORP | Consumer Cyclical | 5.8% | $21.2m | 742,005 | 0% | held |
| 6 | MSFT MICROSOFT CORP | Technology | 5.7% | $21.0m | 42,300 | 0% | held |
| 7 | AMZN AMAZON COM INC | Consumer Cyclical | 4.9% | $18.2m | 83,000 | 0% | held |
| 8 | INTEGRAL AD SCIENCE HLDNG CO | 4.1% | $15.0m | 1,800,090 | 48% | added | |
| 9 | ARES ARES MANAGEMENT CORPORATION | Financial Services | 3.7% | $13.7m | 79,332 | 374% | added |
| 10 | META META PLATFORMS INC | Communication Services | 3.3% | $12.3m | 16,600 | – | new |
| 11 | PLOW DOUGLAS DYNAMICS INC | Consumer Cyclical | 2.1% | $7.9m | 266,843 | – | new |
| 12 | RESOLUTE HLDGS MGMT INC | 2.0% | $7.2m | 225,249 | 36% | added | |
| 13 | JYNT JOINT CORP | Healthcare | 1.8% | $6.7m | 581,877 | 44% | added |
| 14 | NATR NATURES SUNSHINE PRODS INC | Consumer Defensive | 1.8% | $6.7m | 450,000 | – | new |
| 15 | IDT IDT CORP | Communication Services | 1.6% | $6.0m | 88,530 | -35% | reduced |
| 16 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 1.5% | $5.5m | 369,400 | 11% | added |
| 17 | RSKD RISKIFIED LTD | Technology | 1.0% | $3.8m | 757,044 | 0% | held |
| 18 | TATT TAT TECHNOLOGIES LTD | Industrials | 1.0% | $3.8m | 122,790 | – | new |
| 19 | ATRO ASTRONICS CORP | Industrials | 0.7% | $2.5m | 75,248 | – | 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.