13F HOLDINGS REPORT
ALTA FOX CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001858353-25-000004
Total Value
$252.3M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REV GROUP INC | 749527107 | 2,302,802 | $72.8M | 28.84% |
| 2 | DAKTRONICS INC | DAKT | 5,973,599 | $72.8M | 28.83% |
| 3 | TRIMAS CORP | TRS | 742,005 | $17.4M | 6.89% |
| 4 | MICROSOFT CORP | MSFT | 42,300 | $15.9M | 6.29% |
| 5 | AMAZON COM INC | AMZN | 83,000 | $15.8M | 6.26% |
| 6 | ATI INC | ATI | 216,300 | $11.3M | 4.46% |
| 7 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 1,214,053 | $9.8M | 3.88% |
| 8 | ARCOS DORADOS HOLDINGS INC | ARCO | 1,120,700 | $9.0M | 3.58% |
| 9 | IDT CORP | IDT | 136,060 | $7.0M | 2.77% |
| 10 | RESOLUTE HLDGS MGMT INC | 76134H101 | 165,149 | $5.2M | 2.05% |
| 11 | JOINT CORP | JYNT | 403,096 | $5.0M | 2.00% |
| 12 | DOUBLEVERIFY HLDGS INC | DV | 333,465 | $4.5M | 1.77% |
| 13 | RISKIFIED LTD | RSKD | 757,044 | $3.5M | 1.39% |
| 14 | ARES MANAGEMENT CORPORATION | ARES-PB | 16,732 | $2.5M | 0.97% |
| 15 | TENNANT CO | TNC | 916 | $73,051 | 0.03% |