Alta Fox Capital Management as of Sept. 30, 2023
Portfolio Holdings for Alta Fox Capital Management
Alta Fox Capital Management holds 16 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Daktronics (DAKT) | 16.4 | $15M | 1.7M | 8.92 | |
| Meta Financial (CASH) | 9.4 | $8.5M | 185k | 46.09 | |
| Hilton Worldwide Holdings (HLT) | 9.2 | $8.4M | 56k | 150.18 | |
| Marriott Intl Cl A (MAR) | 8.9 | $8.1M | 41k | 196.56 | |
| Microsoft Corporation (MSFT) | 7.7 | $7.1M | 22k | 315.75 | |
| Waste Connections (WCN) | 7.6 | $6.9M | 52k | 134.30 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 7.3 | $6.7M | 160k | 41.59 | |
| Amazon (AMZN) | 7.0 | $6.4M | 50k | 127.12 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 5.1 | $4.7M | 80k | 58.65 | |
| Dole Ord Shs (DOLE) | 5.1 | $4.6M | 399k | 11.58 | |
| Kkr & Co (KKR) | 3.8 | $3.5M | 57k | 61.60 | |
| Chubb (CB) | 3.8 | $3.5M | 17k | 208.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $3.3M | 25k | 130.86 | |
| Myt Netherlands Parent B V Ads (MYTE) | 1.9 | $1.7M | 510k | 3.40 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $1.7M | 4.2k | 395.91 | |
| Grindr (GRND) | 1.3 | $1.2M | 202k | 5.75 |
