Connor Haley - Alta Fox Capital Management 13F Activity & Position Changes (Q1 2024)
As of Mar 31, 2024, the Alta Fox Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2024, the filing reported:
New Buys - REV Group, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2024
|
FCFS
FirstCash Holdings, Inc.
|
Buy |
+34,700
|
|
Q1 2024
|
GOOGL
Alphabet Inc.
|
Buy |
+52,200
|
|
Q1 2024
|
GRND
Grindr Inc.
|
Sell - Position Exit |
-1,597,555
|
|
Q1 2024
|
HLT
Hilton Worldwide Holdings Inc.
|
Sell |
-26,700
|
|
Q1 2024
|
IDT
IDT Corporation
|
Buy |
+56,175
|
|
Q1 2024
|
IWM
iShares Russell 2000 ETF
|
Sell - Position Exit |
-86,700
|
|
Q1 2024
|
KKR
KKR & Co. Inc.
|
Sell - Position Exit |
-56,460
|
|
Q1 2024
|
MA
Mastercard Incorporated
|
Buy |
+8,800
|
|
Q1 2024
|
MAR
Marriott International
|
Sell |
-17,000
|
|
Q1 2024
|
MSFT
Microsoft Corporation
|
Sell |
-6,900
|
|
Q1 2024
|
MTCH
Match Group, Inc.
|
Sell - Position Exit |
-395,300
|
|
Q1 2024
|
REVG
REV Group, Inc.
|
Buy - Position Entry |
+285,084
|
|
Q1 2024
|
WCN
Waste Connections, Inc.
|
Sell |
-15,085
|