 |
Size ($ in 1000's)
At 12/31/2023: $156,404
At 09/30/2023: $91,275
Alta Fox Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alta Fox Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Alta Fox Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Alta Fox Capital Management LLC.
In the Alta Fox Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Alta Fox Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Alta Fox Capital Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| FIRSTCASH HOLDINGS INC |
246,245 |
+246,245 |
$26,690 | | FCFS | 246,245 | +246,245 | $26,690 | | ISHARES TR (IWM) |
86,700 |
+86,700 |
$17,402 | | IWM | 86,700 | +86,700 | $17,402 | | MATCH GROUP INC NEW |
395,300 |
+395,300 |
$14,428 | | MTCH | 395,300 | +395,300 | $14,428 | | GRINDR INC |
1,597,555 |
+1,395,517 |
$14,027 | | GRND | 1,597,555 | +1,395,517 | $14,027 | | DAKTRONICS INC |
1,468,557 |
-214,300 |
$12,453 | | DAKT | 1,468,557 | -214,300 | $12,453 | | WASTE CONNECTIONS INC |
81,600 |
+30,000 |
$12,180 | | WCN | 81,600 | +30,000 | $12,180 | | HILTON WORLDWIDE HLDGS INC |
52,622 |
-3,500 |
$9,582 | | HLT | 52,622 | -3,500 | $9,582 | | MARRIOTT INTL INC NEW |
38,200 |
-3,200 |
$8,614 | | MAR | 38,200 | -3,200 | $8,614 | | WILLSCOT MOBIL MINI HLDNG CO |
190,500 |
+30,300 |
$8,477 | | WSC | 190,500 | +30,300 | $8,477 | | MICROSOFT CORP |
21,500 |
-900 |
$8,085 | | MSFT | 21,500 | -900 | $8,085 | | AMAZON COM INC |
51,852 |
+1,600 |
$7,878 | | AMZN | 51,852 | +1,600 | $7,878 | | IDT CORP |
193,566 |
+193,566 |
$6,599 | | IDT | 193,566 | +193,566 | $6,599 | | KKR & CO INC |
56,460 |
UNCH |
$4,678 | | KKR | 56,460 | UNCH | $4,678 | | ALPHABET INC |
25,200 |
UNCH |
$3,520 | | GOOGL | 25,200 | UNCH | $3,520 |
See Full List: All Stocks Held By Alta Fox Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Alta Fox Capital Management LLC
|
|
