ALTA FOX CAPITAL MANAGEMENT, LLC
ALTA FOX CAPITAL MANAGEMENT, LLC runs ALTA FOX CAPITAL MANAGEMENT, LLC and currently holds 15 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $497.19M. Their top holdings are XPEL, BTSG, NATL, BCO, CARG. The top five represent 59.1% of reported portfolio weight. ALTA FOX CAPITAL MANAGEMENT, LLC ranks #224 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ALTA FOX CAPITAL MANAGEMENT, LLC initiated 8 new positions. They added to 2 existing positions. They trimmed 2 positions. Their current best-performing preview position is BTSG with returns of +63.67%.
15 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
XPEL XPEL INC | 19.85% | $48.04 | $51.34 | +6.87% | Added +3.40% |
BTSG BRIGHTSPRING HEALTH SVCS INC | 13.70% | $35.57 | $58.87 | +65.50% | Trimmed -31.36% |
NATL NCR ATLEOS CORPORATION | 13.63% | $31.05 | $46.41 | +49.47% | Held |
BCO BRINKS CO | 6.16% | $97.64 | $111.34 | +14.03% | Added +190.32% |
CARG CARGURUS INC | 5.78% | $36.72 | $36.85 | +0.35% | Trimmed -46.86% |
WLDN WILLDAN GROUP INC | 5.72% | $79.10 | $85.56 | +8.17% | New Buy |
HNGE HINGE HEALTH INC | 4.54% | $83.00 | $88.43 | +6.54% | New Buy |
WAY WAYSTAR HLDG CORP | 4.29% | $20.53 | $25.01 | +21.82% | New Buy |
VMI VALMONT INDS INC | 4.24% | $577.60 | $485.90 | -15.88% | New Buy |
WEX WEX INC | 2.58% | $141.09 | $199.89 | +41.68% | New Buy |
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