13F HOLDINGS REPORT
ALTA FOX CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001858353-25-000002
Total Value
$280.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REV GROUP INC | 749527107 | 2,497,167 | $79.6M | 28.35% |
| 2 | DAKTRONICS INC | DAKT | 3,074,336 | $51.8M | 18.46% |
| 3 | MICROSOFT CORP | MSFT | 61,800 | $26.0M | 9.28% |
| 4 | DOUBLEVERIFY HLDGS INC | DV | 1,263,234 | $24.3M | 8.64% |
| 5 | AMAZON COM INC | AMZN | 103,652 | $22.7M | 8.10% |
| 6 | FORWARD AIR CORP | FWRD | 692,144 | $22.3M | 7.95% |
| 7 | WILEY JOHN & SONS INC | 968223206 | 347,047 | $15.2M | 5.40% |
| 8 | META PLATFORMS INC | META | 18,400 | $10.8M | 3.84% |
| 9 | NERDWALLET INC | NRDS | 809,086 | $10.8M | 3.83% |
| 10 | MASTERCARD INCORPORATED | MA | 13,000 | $6.8M | 2.44% |
| 11 | BUILD-A-BEAR WORKSHOP INC | BBW | 122,300 | $5.6M | 2.01% |
| 12 | IDT CORP | IDT | 98,935 | $4.7M | 1.67% |
| 13 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 5,800 | $60,552 | 0.02% |