Alta Fox Capital Management as of March 31, 2024
Portfolio Holdings for Alta Fox Capital Management
Alta Fox Capital Management holds 12 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Firstcash Holdings (FCFS) | 27.4 | $36M | 281k | 127.54 | |
Daktronics (DAKT) | 11.2 | $15M | 1.5M | 9.96 | |
Alphabet Cap Stk Cl A (GOOGL) | 8.9 | $12M | 77k | 150.93 | |
Waste Connections (WCN) | 8.7 | $11M | 67k | 172.01 | |
Idt Corp Cl B New (IDT) | 7.2 | $9.4M | 250k | 37.81 | |
Amazon (AMZN) | 7.1 | $9.4M | 52k | 180.38 | |
Willscot Mobil Mini Hldng Com Cl A (WSC) | 6.8 | $8.9M | 191k | 46.50 | |
Rev (REVG) | 4.8 | $6.3M | 285k | 22.09 | |
Mastercard Incorporated Cl A (MA) | 4.8 | $6.3M | 13k | 481.57 | |
Microsoft Corporation (MSFT) | 4.7 | $6.1M | 15k | 420.72 | |
Hilton Worldwide Holdings (HLT) | 4.2 | $5.5M | 26k | 213.31 | |
Marriott Intl Cl A (MAR) | 4.1 | $5.3M | 21k | 252.31 |