13F HOLDINGS REPORT
ALTA FOX CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001858353-25-000008
Total Value
$448.5M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DAKTRONICS INC | DAKT | 4,430,799 | $92.7M | 20.67% |
| 2 | NCR ATLEOS CORPORATION | NATL | 1,974,153 | $77.6M | 17.30% |
| 3 | REV GROUP INC | 749527107 | 807,457 | $45.8M | 10.20% |
| 4 | CARGURUS INC | CARG | 1,098,700 | $40.9M | 9.12% |
| 5 | DEXCOM INC | DXCM | 379,100 | $25.5M | 5.69% |
| 6 | MICROSOFT CORP | MSFT | 42,300 | $21.9M | 4.88% |
| 7 | TEXTRON INC | TXT | 240,800 | $20.3M | 4.54% |
| 8 | FAIR ISAAC CORP | FICO | 12,900 | $19.3M | 4.30% |
| 9 | AMAZON COM INC | AMZN | 83,000 | $18.2M | 4.06% |
| 10 | SHARKNINJA INC | SN | 149,000 | $15.4M | 3.43% |
| 11 | DOUBLEVERIFY HLDGS INC | DV | 1,231,900 | $14.8M | 3.29% |
| 12 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 460,525 | $13.6M | 3.04% |
| 13 | TRIMAS CORP | TRS | 336,144 | $13.0M | 2.90% |
| 14 | META PLATFORMS INC | META | 16,600 | $12.2M | 2.72% |
| 15 | FIGS INC | FIGS | 909,300 | $6.1M | 1.36% |
| 16 | NATURES SUNSHINE PRODS INC | 639027101 | 303,700 | $4.7M | 1.05% |
| 17 | JOINT CORP | JYNT | 288,377 | $2.8M | 0.61% |
| 18 | XPEL INC | XPEL | 57,869 | $1.9M | 0.43% |
| 19 | ASTRONICS CORP | ATROB | 41,048 | $1.9M | 0.42% |