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

SecurityTickerSectorSharesValue% of portfolio
DAKTRONICS INCDAKTTechnology4,430,799$92.7M20.67%
NCR ATLEOS CORPNATLTechnology1,974,153$77.6M17.30%
REV GROUP INCREVGIndustrials807,457$45.8M10.20%
CARGURUS INCCARGConsumer Cyclical1,098,700$40.9M9.12%
DEXCOM INCDXCMHealthcare379,100$25.5M5.69%
MICROSOFT CORPMSFTTechnology42,300$21.9M4.88%
TEXTRON INCTXTIndustrials240,800$20.3M4.54%
FAIR ISAAC CORPFICOTechnology12,900 9.3M4.30%
AMAZON.COM INCAMZNEquity83,000 8.2M4.06%
SHARKNINJA INCSNConsumer Cyclical149,000 5.4M3.43%
DOUBLEVERIFY HOLDINGS INCDVTechnology1,231,900 4.8M3.29%
BRIGHTSPRING HEALTH SERVICES INCBTSGHealthcare460,525 3.6M3.04%
TRIMAS CORPTRSConsumer Cyclical336,144 3.0M2.90%
META PLATFORMS INCMETACommunication Services16,600 2.2M2.72%
FIGS INCFIGSConsumer Cyclical909,300$6.1M1.36%
NATURES SUNSHINE PRODUCTS INCNATRConsumer Defensive303,700$4.7M1.05%
JOINT CORPJYNTHealthcare288,377$2.8M0.61%
XPEL INCXPELConsumer Cyclical57,869 .9M0.43%
ASTRONICS CORPATROIndustrials41,048 .9M0.42%