13F HOLDINGS REPORT
ALTA FOX CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001858353-25-000007
Total Value
$367.9M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REV GROUP INC | 749527107 | 1,605,857 | $76.4M | 20.77% |
| 2 | DAKTRONICS INC | DAKT | 4,973,599 | $75.2M | 20.44% |
| 3 | NCR ATLEOS CORPORATION | NATL | 1,513,127 | $43.2M | 11.73% |
| 4 | DEXCOM INC | DXCM | 247,900 | $21.6M | 5.88% |
| 5 | TRIMAS CORP | TRS | 742,005 | $21.2M | 5.77% |
| 6 | MICROSOFT CORP | MSFT | 42,300 | $21.0M | 5.72% |
| 7 | AMAZON COM INC | AMZN | 83,000 | $18.2M | 4.95% |
| 8 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 1,800,090 | $15.0M | 4.07% |
| 9 | ARES MANAGEMENT CORPORATION | ARES-PB | 79,332 | $13.7M | 3.73% |
| 10 | META PLATFORMS INC | META | 16,600 | $12.3M | 3.33% |
| 11 | DOUGLAS DYNAMICS INC | PLOW | 266,843 | $7.9M | 2.14% |
| 12 | RESOLUTE HLDGS MGMT INC | 76134H101 | 225,249 | $7.2M | 1.95% |
| 13 | JOINT CORP | JYNT | 581,877 | $6.7M | 1.83% |
| 14 | NATURES SUNSHINE PRODS INC | 639027101 | 450,000 | $6.7M | 1.81% |
| 15 | IDT CORP | IDT | 88,530 | $6.0M | 1.64% |
| 16 | DOUBLEVERIFY HLDGS INC | DV | 369,400 | $5.5M | 1.50% |
| 17 | RISKIFIED LTD | RSKD | 757,044 | $3.8M | 1.03% |
| 18 | TAT TECHNOLOGIES LTD | TATT | 122,790 | $3.8M | 1.02% |
| 19 | ASTRONICS CORP | ATROB | 75,248 | $2.5M | 0.68% |