ALTA FOX CAPITAL MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AF ALTA FOX CAPITAL MANAGEMENT, LLC | Institutional Filer | ▼ 18.72% | $377.8M | 9 |
Current Portfolio Holdings
Showing all 9 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | XPEL | XPEL, Inc. | Consumer Cyclical | 1.9M | $85.2M | 22.54% |
| 2 | NATL | NCR Atleos Corporation | Technology | 1.6M | $68.0M | 18.01% |
| 3 | DAKT | Daktronics, Inc. | Technology | 3.4M | $65.9M | 17.45% |
| 4 | BTSG | BrightSpring Health Services, Inc. Common Stock | Healthcare | 1.4M | $60.7M | 16.05% |
| 5 | CARG | CarGurus, Inc. | Consumer Cyclical | 1.6M | $54.0M | 14.31% |
| 6 | TOST | Toast, Inc. | Technology | 740K | $19.6M | 5.19% |
| 7 | BCO | The Brink's Company | Industrials | 112K | $11.6M | 3.06% |
| 8 | TRS | TriMas Corporation | Consumer Cyclical | 223K | $8.0M | 2.13% |
| 9 | IDT | IDT Corporation | Communication Services | 97K | $4.8M | 1.26% |
Showing 1 to 9 of 9 holdings