Connor Haley - Alta Fox Capital Management 13F Activity & Position Changes (Q2 2024)
According to the SEC 13F filed on Aug 14, 2024, the Alta Fox Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2024, the filing reported:
New Buys - Autoliv, Inc., Applovin Corporation, Pathward Financial, Inc., Rocky Brands, Inc., RCM Technologies, Inc.
Increases - 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 |
|---|---|---|---|
|
Q2 2024
|
ALV
Autoliv, Inc.
|
Buy - Position Entry |
+135,800
|
|
Q2 2024
|
APP
Applovin Corporation
|
Buy - Position Entry |
+102,500
|
|
Q2 2024
|
CASH
Pathward Financial, Inc.
|
Buy - Position Entry |
+345,724
|
|
Q2 2024
|
DAKT
Daktronics, Inc.
|
Sell |
-720,000
|
|
Q2 2024
|
FCFS
FirstCash Holdings, Inc.
|
Sell - Position Exit |
-280,945
|
|
Q2 2024
|
HLT
Hilton Worldwide Holdings Inc.
|
Sell - Position Exit |
-25,922
|
|
Q2 2024
|
IDT
IDT Corporation
|
Sell |
-106,993
|
|
Q2 2024
|
MAR
Marriott International
|
Sell - Position Exit |
-21,200
|
|
Q2 2024
|
RCKY
Rocky Brands, Inc.
|
Buy - Position Entry |
+20,018
|
|
Q2 2024
|
RCMT
RCM Technologies, Inc.
|
Buy - Position Entry |
+65,019
|
|
Q2 2024
|
REVG
REV Group, Inc.
|
Buy |
+2,154,735
|
|
Q2 2024
|
WCN
Waste Connections, Inc.
|
Sell - Position Exit |
-66,515
|
|
Q2 2024
|
WSC
WillScot Holdings Corporation
|
Sell |
-183,628
|