13F HOLDINGS REPORT
ALTA FOX CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001858353-24-000003
Total Value
$130.8M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRSTCASH HOLDINGS INC | FCFS | 280,945 | $35.8M | 27.39% |
| 2 | DAKTRONICS INC | DAKT | 1,468,557 | $14.6M | 11.18% |
| 3 | ALPHABET INC | GOOG | 77,400 | $11.7M | 8.93% |
| 4 | WASTE CONNECTIONS INC | WCN | 66,515 | $11.4M | 8.75% |
| 5 | IDT CORP | IDT | 249,741 | $9.4M | 7.22% |
| 6 | AMAZON COM INC | AMZN | 51,852 | $9.4M | 7.15% |
| 7 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 190,500 | $8.9M | 6.77% |
| 8 | REV GROUP INC | 749527107 | 285,084 | $6.3M | 4.81% |
| 9 | MASTERCARD INCORPORATED | MA | 13,000 | $6.3M | 4.79% |
| 10 | MICROSOFT CORP | MSFT | 14,600 | $6.1M | 4.70% |
| 11 | HILTON WORLDWIDE HLDGS INC | HLT | 25,922 | $5.5M | 4.23% |
| 12 | MARRIOTT INTL INC NEW | 571903202 | 21,200 | $5.3M | 4.09% |