Alta Fox Capital Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Alta Fox Capital Management, LLC reported 13 stock positions worth $157.5 million. Its top holding was Rev (REVG) at 38.6% of the portfolio, followed by Pathward Financial (CASH, 12.4%) and Autoliv (ALV, 9.2%). Compared with Q1 2024, it opened 5 new positions, sold out of 4, added to 1 and reduced 3. The biggest buy was Rev (REVG, shares +756%) and the biggest sale an exit from Firstcash (FCFS).
- Most Recent 13F
- Q2 2026
- Location
- FORT WORTH, TX
- CIK
- 0001858353
- Portfolio Value
- $157.5M (Q2 2024)
- SEC Filing
- 0001858353-24-000005 ↗ filed Aug 14, 2024
Holdings Value
Holdings 13 stocks · $157.5M
| REVG Rev Group Inc. | 38.55% | 2,439,819 | $60.7M | Add +755.8% |
| CASH Pathward Financial Inc. | 12.42% | 345,724 | $19.6M | New |
| ALV Autoliv Inc. | 9.22% | 135,800 | $14.5M | New |
| GOOGL Alphabet Inc. Class A | 8.95% | 77,400 | $14.1M | No change |
| DAKT Daktronics Inc. | 6.63% | 748,557 | $10.4M | Reduce -49.0% |
| AMZN Amazon.com Inc. | 6.36% | 51,852 | $10.0M | No change |
| APP AppLovin Corp. Class A | 5.42% | 102,500 | $8.5M | New |
| MSFT Microsoft Corp. | 4.14% | 14,600 | $6.5M | No change |
| MA Mastercard Inc. Class A | 3.64% | 13,000 | $5.7M | No change |
| IDT Idt Corp. Class B | 3.26% | 142,748 | $5.1M | Reduce -42.8% |
| RCMT RCM Technologies Inc. | 0.77% | 65,019 | $1.2M | New |
| RCKY Rocky Brands Inc. | 0.47% | 20,018 | $740K | New |
| WSC Willscot Holdings Corp. | 0.16% | 6,872 | $259K | Reduce -96.4% |
Portfolio Sells Q1 2024 → Q2 2024
| FCFS Firstcash Holdings Inc. | Sold out | 0.00% | −27.39 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −8.75 |
| WSC Willscot Holdings Corp. | Reduce -96.4% | 0.16% | −6.61 |
| DAKT Daktronics Inc. | Reduce -49.0% | 6.63% | −4.55 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −4.23 |
| MAR Marriott International Class A | Sold out | 0.00% | −4.09 |
| IDT Idt Corp. Class B | Reduce -42.8% | 3.26% | −3.96 |
Portfolio Buys Q1 2024 → Q2 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 |