Connor Haley - Alta Fox Capital Management 13F Activity & Position Changes (Q2 2024)
As of Jun 30, 2024, the Alta Fox Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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
|