Alta Fox Capital Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Alta Fox Capital Management, LLC reported 12 stock positions worth $130.8 million. Its top holding was Firstcash (FCFS) at 27.4% of the portfolio, followed by Daktronics (DAKT, 11.2%) and Alphabet Class A (GOOGL, 8.9%). Compared with Q4 2023, it opened 1 new position, sold out of 4, added to 4 and reduced 4. The biggest buy was Firstcash (FCFS, shares +14%) and the biggest sale an exit from iShares Russell 2000 ETF (IWM).
- Most Recent 13F
- Q2 2026
- Location
- FORT WORTH, TX
- CIK
- 0001858353
- Portfolio Value
- $130.8M (Q1 2024)
- SEC Filing
- 0001858353-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 12 stocks · $130.8M
| FCFS Firstcash Holdings Inc. | 27.39% | 280,945 | $35.8M | Add +14.1% |
| DAKT Daktronics Inc. | 11.18% | 1,468,557 | $14.6M | No change |
| GOOGL Alphabet Inc. Class A | 8.93% | 77,400 | $11.7M | Add +207.1% |
| WCN Waste Connections Inc. | 8.75% | 66,515 | $11.4M | Reduce -18.5% |
| IDT Idt Corp. Class B | 7.22% | 249,741 | $9.4M | Add +29.0% |
| AMZN Amazon.com Inc. | 7.15% | 51,852 | $9.4M | No change |
| WSC Willscot Holdings Corp. | 6.77% | 190,500 | $8.9M | No change |
| REVG Rev Group Inc. | 4.81% | 285,084 | $6.3M | New |
| MA Mastercard Inc. Class A | 4.79% | 13,000 | $6.3M | Add +209.5% |
| MSFT Microsoft Corp. | 4.70% | 14,600 | $6.1M | Reduce -32.1% |
| HLT Hilton Worldwide Holdings Inc. | 4.23% | 25,922 | $5.5M | Reduce -50.7% |
| MAR Marriott International Class A | 4.09% | 21,200 | $5.3M | Reduce -44.5% |
Portfolio Sells Q4 2023 → Q1 2024
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −11.13 |
| MTCH Match Group Inc. | Sold out | 0.00% | −9.22 |
| GRND Grindr Inc. | Sold out | 0.00% | −8.97 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −2.99 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -50.7% | 4.23% | −1.90 |
| MAR Marriott International Class A | Reduce -44.5% | 4.09% | −1.42 |
| MSFT Microsoft Corp. | Reduce -32.1% | 4.70% | −0.47 |
| WCN Waste Connections Inc. | Reduce -18.5% | 8.75% | +0.96 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $497.2M | XPEL, BTSG, NATL, DAKT, BCO |
| Q1 2026 | 9 | $377.8M | XPEL, NATL, DAKT, BTSG, CARG |
| Q4 2025 | 13 | $464.8M | NATL, DAKT, XPEL, CARG, BTSG |
| Q3 2025 | 19 | $448.5M | DAKT, NATL, REVG, CARG, DXCM |
| Q2 2025 | 19 | $367.9M | REVG, DAKT, NATL, DXCM, TRS |
| Q1 2025 | 15 | $252.3M | REVG, DAKT, TRS, MSFT, AMZN |
| Q4 2024 | 13 | $280.7M | REVG, DAKT, MSFT, DV, AMZN |
| Q3 2024 | 14 | $195.6M | REVG, FWRD, PRM, IDT, META |
| Q2 2024 | 13 | $157.5M | REVG, CASH, ALV, GOOGL, DAKT |
| Q1 2024 | 12 | $130.8M | FCFS, DAKT, GOOGL, WCN, IDT |