ALTA FOX CAPITAL MANAGEMENT, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$367.9B
Holdings
19
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 1RGREV GROUP INC | 1,605,857 | $76.4B | 20.77% | |
| 2 | DAKTDAKTRONICS INC | 4,973,599 | $75.2B | 20.44% | |
| 3 | NATLNCR ATLEOS CORPORATION | 1,513,127 | $43.2B | 11.73% | |
| 4 | DC4DEXCOM INC | 247,900 | $21.6B | 5.88% | |
| 5 | TRSTRIMAS CORP | 742,005 | $21.2B | 5.77% | |
| 6 | MSFTMICROSOFT CORP | 42,300 | $21.0B | 5.72% | |
| 7 | AMZNAMAZON COM INC | 83,000 | $18.2B | 4.95% | |
| 8 | IASINTEGRAL AD SCIENCE HLDNG CO | 1,800,090 | $15.0B | 4.07% | |
| 9 | ARESARES MANAGEMENT CORPORATION | 79,332 | $13.7B | 3.73% | |
| 10 | METAMETA PLATFORMS INC | 16,600 | $12.3B | 3.33% | |
| 11 | PLOWDOUGLAS DYNAMICS INC | 266,843 | $7.9B | 2.14% | |
| 12 | RHLDRESOLUTE HLDGS MGMT INC | 225,249 | $7.2B | 1.95% | |
| 13 | JYNTJOINT CORP | 581,877 | $6.7B | 1.83% | |
| 14 | NATRNATURES SUNSHINE PRODS INC | 450,000 | $6.7B | 1.81% | |
| 15 | IDTIDT CORP | 88,530 | $6.0B | 1.64% | |
| 16 | DVDOUBLEVERIFY HLDGS INC | 369,400 | $5.5B | 1.50% | |
| 17 | RSKDRISKIFIED LTD | 757,044 | $3.8B | 1.03% | |
| 18 | TATTTAT TECHNOLOGIES LTD | 122,790 | $3.8B | 1.02% | |
| 19 | ATROASTRONICS CORP | 75,248 | $2.5B | 0.68% |