ALTA FOX CAPITAL MANAGEMENT, LLC 13F Holdings
CIK 0001858353 · FORT WORTH, TX
As of Sep 30, 2025, ALTA FOX CAPITAL MANAGEMENT, LLC reported 19 positions worth $448.5M in its SEC Form 13F filing.
Top 19 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DAKTRONICS INC | DAKT | Technology | 4,430,799 | $92.7M | 20.67% |
| NCR ATLEOS CORP | NATL | Technology | 1,974,153 | $77.6M | 17.30% |
| REV GROUP INC | REVG | Industrials | 807,457 | $45.8M | 10.20% |
| CARGURUS INC | CARG | Consumer Cyclical | 1,098,700 | $40.9M | 9.12% |
| DEXCOM INC | DXCM | Healthcare | 379,100 | $25.5M | 5.69% |
| MICROSOFT CORP | MSFT | Technology | 42,300 | $21.9M | 4.88% |
| TEXTRON INC | TXT | Industrials | 240,800 | $20.3M | 4.54% |
| FAIR ISAAC CORP | FICO | Technology | 12,900 |