Alta Fox Capital Management, Llc (Connor Haley)
Basic Stats
Market Value
252.33M
Top 10 (%)
93.9%
Portfolio Size (Change from Prev.)
15 (2)
Avg. Holding Period
3 years
Turnover
0.9%
Industry Breakdown
Motor Vehicles & Passenger Car Bodies
28.8%
Miscellaneous Manufacturing Industries
28.8%
Metal Forgings & Stampings
6.9%
Services-prepackaged Software
6.3%
Retail-catalog & Mail-order Houses
6.3%
Services-computer Programming, Data Processing, Etc.
5.6%
Steel Pipe & Tubes
4.5%
Retail-eating Places
3.6%
Telephone Communications (no Radiotelephone)
2.8%
Patent Owners & Lessors
2.0%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 REVG | Rev Group Inc | 72.77M | 28.8% | 2.3M | -7.8% | -194.4K | 32.00 | 4.2% |
 DAKT | Daktronics Inc | 72.76M | 28.8% | 6.0M | 94.3% | 2.9M | 12.00 | 12.5% |
 TRS | Trimas Corp | 17.39M | 6.9% | 742.0K | New Buy | 742.0K | 23.00 | 1.8% |
 MSFT | Microsoft Corp | 15.88M | 6.3% | 42.3K | -31.6% | -19.5K | 375.00 | 0.0% |
 AMZN | Amazon Com Inc | 15.79M | 6.3% | 83.0K | -19.9% | -20.7K | 190.00 | 0.0% |
 ATI | Ati Inc | 11.25M | 4.5% | 216.3K | New Buy | 216.3K | 52.00 | 0.2% |
 IAS | Integral Ad Science Hldng Co | 9.79M | 3.9% | 1.2M | 20,831.9% | 1.2M | 8.00 | 0.7% |
 ARCO | Arcos Dorados Holdings Inc | 9.03M | 3.6% | 1.1M | New Buy | 1.1M | 8.00 | 0.5% |
 IDT | Idt Corp | 6.98M | 2.8% | 136.1K | 37.5% | 37.1K | 51.00 | 0.5% |
 RESOLUTE HLDGS MGMT INC | Resolute Hldgs Mgmt Inc | 5.18M | 2.1% | 165.1K | New Buy | 165.1K | 31.00 | — |
 JYNT | Joint Corp | 5.03M | 2.0% | 403.1K | New Buy | 403.1K | 12.00 | 2.7% |
 DV | Doubleverify Hldgs Inc | 4.46M | 1.8% | 333.5K | -73.6% | -929.8K | 13.00 | 0.2% |
 RSKD | Riskified Ltd | 3.50M | 1.4% | 757.0K | New Buy | 757.0K | 5.00 | 0.4% |
 ARES | Ares Management Corporation | 2.45M | 1.0% | 16.7K | New Buy | 16.7K | 147.00 | 0.0% |
 TNC | Tennant Co | 73.05K | 0.0% | 916.0 | New Buy | 916.0 | 80.00 | 0.0% |