Alta Fox Capital Management, LLC Top Holdings and 13F Report (2025) About Alta Fox Capital Management, LLCInvestment ActivityAlta Fox Capital Management, LLC has $367.90 million in total holdings as of June 30, 2025.Alta Fox Capital Management, LLC owns shares of 19 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 32.10% of the portfolio was purchased this quarter.About 19.54% of the portfolio was sold this quarter.This quarter, Alta Fox Capital Management, LLC has purchased 15 new stocks and bought additional shares in 5 stocks.Alta Fox Capital Management, LLC sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings REV Group $76,422,735Daktronics $75,200,817NCR ATLEOS CORPORATION $43,169,513DexCom $21,639,191TriMas $21,228,763 Largest New Holdings this Quarter 63001N106 - NCR ATLEOS CORPORATION $43,169,513 Holding252131107 - DexCom $21,639,191 Holding30303M102 - Meta Platforms $12,252,294 Holding25960R105 - Douglas Dynamics $7,863,863 Holding639027101 - Nature's Sunshine Products $6,655,500 Holding Largest Purchases this Quarter NCR ATLEOS CORPORATION 1,513,127 shares (about $43.17M)DexCom 247,900 shares (about $21.64M)Meta Platforms 16,600 shares (about $12.25M)Ares Management 62,600 shares (about $10.84M)Douglas Dynamics 266,843 shares (about $7.86M) Largest Sales this Quarter REV Group 696,945 shares (about $33.17M)Daktronics 1,000,000 shares (about $15.12M)IDT 47,530 shares (about $3.25M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlta Fox Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorREVGREV Group$76,422,735$33,167,613 ▼-30.3%1,605,85720.8%TransportationDAKTDaktronics$75,200,817$15,120,000 ▼-16.7%4,973,59920.4%ManufacturingNCR ATLEOS CORPORATION$43,169,513$43,169,513 ▲New Holding1,513,12711.7%COM SHSDXCMDexCom$21,639,191$21,639,191 ▲New Holding247,9005.9%MedicalTRSTriMas$21,228,7630.0%742,0055.8%IndustrialsMSFTMicrosoft$21,040,4430.0%42,3005.7%Computer and TechnologyAMZNAmazon.com$18,209,3700.0%83,0004.9%Retail/WholesaleIASIntegral Ad Science$14,958,748$4,869,968 ▲48.3%1,800,0904.1%Business ServicesARESAres Management$13,740,302$10,842,320 ▲374.1%79,3323.7%FinanceMETAMeta Platforms$12,252,294$12,252,294 ▲New Holding16,6003.3%Computer and TechnologyPLOWDouglas Dynamics$7,863,863$7,863,863 ▲New Holding266,8432.1%Auto/Tires/TrucksRESOLUTE HLDGS MGMT INC$7,178,686$1,915,387 ▲36.4%225,2492.0%COMJYNTJoint$6,714,861$2,063,133 ▲44.4%581,8771.8%MedicalNATRNature's Sunshine Products$6,655,500$6,655,500 ▲New Holding450,0001.8%MedicalIDTIDT$6,048,370$3,247,250 ▼-34.9%88,5301.6%UtilitiesDVDoubleVerify$5,529,918$537,947 ▲10.8%369,4001.5%Computer and TechnologyRSKDRiskified$3,777,6500.0%757,0441.0%Computer and TechnologyTATTTAT Technologies$3,750,007$3,750,007 ▲New Holding122,7901.0%AerospaceATROAstronics$2,519,303$2,519,303 ▲New Holding75,2480.7%AerospaceATIATI$0$11,254,089 ▼-100.0%00.0%Basic MaterialsARCOArcos Dorados$0$9,032,842 ▼-100.0%00.0%Retail/WholesaleTNCTennant$0$73,051 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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