Alta Fox Capital Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Alta Fox Capital Management, LLC reported 13 stock positions worth $280.7 million. Its top holding was Rev (REVG) at 28.3% of the portfolio, followed by Daktronics (DAKT, 18.5%) and Microsoft (MSFT, 9.3%). Compared with Q3 2024, it opened 4 new positions, sold out of 5, added to 4 and reduced 2. The biggest buy was Daktronics (DAKT, shares +311%) and the biggest sale an exit from Perimeter Solutions (PRM).
- Most Recent 13F
- Q2 2026
- Location
- FORT WORTH, TX
- CIK
- 0001858353
- Portfolio Value
- $280.7M (Q4 2024)
- SEC Filing
- 0001858353-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 13 stocks · $280.7M
| REVG Rev Group Inc. | 28.35% | 2,497,167 | $79.6M | No change |
| DAKT Daktronics Inc. | 18.46% | 3,074,336 | $51.8M | Add +310.7% |
| MSFT Microsoft Corp. | 9.28% | 61,800 | $26.0M | Add +323.3% |
| DV Doubleverify Holdings Inc. | 8.64% | 1,263,234 | $24.3M | New |
| AMZN Amazon.com Inc. | 8.10% | 103,652 | $22.7M | Add +99.9% |
| FWRD Forward Air Corp. | 7.95% | 692,144 | $22.3M | Reduce -13.2% |
| WLY Wiley (john) & Sons Class A | 5.40% | 347,047 | $15.2M | Add +171.8% |
| META Meta Platforms Inc. Class A | 3.84% | 18,400 | $10.8M | No change |
| NRDS Nerdwallet Inc. Class A | 3.83% | 809,086 | $10.8M | New |
| MA Mastercard Inc. Class A | 2.44% | 13,000 | $6.8M | No change |
| BBW Build-A-Bear Workshop Inc. | 2.01% | 122,300 | $5.6M | New |
| IDT Idt Corp. Class B | 1.67% | 98,935 | $4.7M | Reduce -68.0% |
| IAS Integral Ad Science Holding | 0.02% | 5,800 | $61K | New |
Portfolio Sells Q3 2024 → Q4 2024
| PRM Perimeter Solutions SA | Sold out | 0.00% | −6.56 |
| FWRD Forward Air Corp. | Reduce -13.2% | 7.95% | −6.48 |
| CASH Pathward Financial Inc. | Sold out | 0.00% | −5.30 |
| IDT Idt Corp. Class B | Reduce -68.0% | 1.67% | −4.36 |
| VCTR Victory Capital Holding - A | Sold out | 0.00% | −3.59 |
| AIV Apartment Invt & Mgmt Co. Class A | Sold out | 0.00% | −3.34 |
| MLR Miller Industries Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| DAKT Daktronics Inc. | Add +310.7% | 18.46% | +13.52 |
| DV Doubleverify Holdings Inc. | New | 8.64% | +8.64 |
| MSFT Microsoft Corp. | Add +323.3% | 9.28% | +6.07 |
| NRDS Nerdwallet Inc. Class A | New | 3.83% | +3.83 |
| AMZN Amazon.com Inc. | Add +99.9% | 8.10% | +3.16 |
| WLY Wiley (john) & Sons Class A | Add +171.8% | 5.40% | +2.25 |
| BBW Build-A-Bear Workshop Inc. | New | 2.01% | +2.01 |
| IAS Integral Ad Science Holding | New | 0.02% | +0.02 |
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 |