ALTA FOX CAPITAL MANAGEMENT, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$252.3B
Holdings
15
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 1RGREV GROUP INC | 2,302,802 | $72.8B | 28.84% | |
| 2 | DAKTDAKTRONICS INC | 5,973,599 | $72.8B | 28.83% | |
| 3 | TRSTRIMAS CORP | 742,005 | $17.4B | 6.89% | |
| 4 | MSFTMICROSOFT CORP | 42,300 | $15.9B | 6.29% | |
| 5 | AMZNAMAZON COM INC | 83,000 | $15.8B | 6.26% | |
| 6 | ATDATI INC | 216,300 | $11.3B | 4.46% | |
| 7 | IASINTEGRAL AD SCIENCE HLDNG CO | 1,214,053 | $9.8B | 3.88% | |
| 8 | ARCOARCOS DORADOS HOLDINGS INC | 1,120,700 | $9.0B | 3.58% | |
| 9 | IDTIDT CORP | 136,060 | $7.0B | 2.77% | |
| 10 | RHLDRESOLUTE HLDGS MGMT INC | 165,149 | $5.2B | 2.05% | |
| 11 | JYNTJOINT CORP | 403,096 | $5.0B | 2.00% | |
| 12 | DVDOUBLEVERIFY HLDGS INC | 333,465 | $4.5B | 1.77% | |
| 13 | RSKDRISKIFIED LTD | 757,044 | $3.5B | 1.39% | |
| 14 | ARESARES MANAGEMENT CORPORATION | 16,732 | $2.5B | 0.97% | |
| 15 | TN1TENNANT CO | 916 | $73.1M | 0.03% |