Alta Fox Capital Management, Llc (Connor Haley)
Basic Stats
Market Value
195.57M
Top 10 (%)
90.35%
Portfolio Size (Change from Prev.)
14 (1)
Avg. Holding Period
3 years
Turnover
0.93%
Industry Breakdown
Motor Vehicles & Passenger Car Bodies
35.83%
Arrangement Of Transportation Of Freight & Cargo
14.43%
Chemicals & Allied Products
6.56%
Telephone Communications (no Radiotelephone)
6.03%
Services-computer Programming, Data Processing, Etc.
5.39%
National Commercial Banks
5.30%
Miscellaneous Manufacturing Industries
4.94%
Retail-catalog & Mail-order Houses
4.94%
Investment Advice
3.59%
Services-business Services, Nec
3.28%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 REVG | Rev Group Inc | 70.07M | 35.83% | 2.50M | 2.35% | 57.35K | $28.06 | 4.85% |
 FWRD | Forward Air Corp | 28.22M | 14.43% | 797.09K | New Buy | 797.09K | $35.40 | 2.85% |
 PRM | Perimeter Solutions Sa | 12.82M | 6.56% | 953.15K | New Buy | 953.15K | $13.45 | 0.66% |
 IDT | Idt Crop | 11.80M | 6.03% | 309.09K | 116.53% | 166.34K | $38.17 | 1.22% |
 META | Meta Platforms Inc | 10.53M | 5.39% | 18.40K | New Buy | 18.40K | $572.44 | 0.00% |
 CASH | Pathward Financial Inc | 10.37M | 5.30% | 157.15K | -54.54% | -188.57K | $66.01 | 0.64% |
 DAKT | Daktronics Inc | 9.66M | 4.94% | 748.56K | — | — | $12.91 | 1.62% |
 AMZN | Amazon Com Inc | 9.66M | 4.94% | 51.85K | — | — | $186.33 | 0.00% |
 VCTR | Victory Cap Hldgs Inc | 7.02M | 3.59% | 126.80K | New Buy | 126.80K | $55.40 | 0.20% |
 APARTMENT INVT & MGMT CO | Apartment Invt & Mgmt Co | 6.54M | 3.34% | 723.04K | New Buy | 723.04K | $9.04 | — |
 MA | Mastercard Incorporated | 6.42M | 3.28% | 13K | — | — | $493.80 | 0.00% |
 MSFT | Microsoft Corp | 6.28M | 3.21% | 14.60K | — | — | $430.30 | 0.00% |
 WLY | Wiley John & Sons Inc | 6.16M | 3.15% | 127.70K | New Buy | 127.70K | $48.25 | 0.23% |
 MLR | Miller Inds Inc Tenn | 6.10K | 0.00% | 100.00 | New Buy | 100.00 | $61.00 | 0.00% |
 GOOGL | Alphabet Inc | — | — | — | Sold Out | -77.40K | $143.84 | — |