Connor Haley - Alta Fox Capital Management 13F Activity & Position Changes (Q1 2024)
According to the SEC 13F filed on May 15, 2024, the Alta Fox Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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
|