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ALTA FUNDAMENTAL ADVISERS LLC 13F portfolio summary

ALTA FUNDAMENTAL ADVISERS LLC of ALTA FUNDAMENTAL ADVISERS LLC has 20 current stock holdings with a reported portfolio value of $265.3M. The portfolio 1 year return is +55.55%. Top holdings include LILAK (15.34%), PUMP (14.33%), BTU (9.24%), CC (8.65%), AMR (7.97%).

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ALTA FUNDAMENTAL ADVISERS LLC

ALTA FUNDAMENTAL ADVISERS LLC
Latest filing: 2026-03-31

ALTA FUNDAMENTAL ADVISERS LLC runs ALTA FUNDAMENTAL ADVISERS LLC and currently holds 20 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $265.31M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ALTA FUNDAMENTAL ADVISERS LLC ranks #165 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ALTA FUNDAMENTAL ADVISERS LLC's portfolio at ALTA FUNDAMENTAL ADVISERS LLC has delivered returns of +55.55%. Their 3-year annualized return is +74.12%. Looking at the 5-year horizon, ALTA FUNDAMENTAL ADVISERS LLC has achieved +146.84% annualized returns at ALTA FUNDAMENTAL ADVISERS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+55.55%
#144/1000
3 Year
+74.12%
#432/1000
5 Year
+146.84%
#116/1000

Portfolio Value

$265.31M

Alpha Score

93.8

#165 of 1000

Holdings

20

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change