Connor Haley - Alta Fox Capital Management 13F Activity & Position Changes (Q4 2021)
As of Dec 31, 2021, the Alta Fox Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2022. 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 Q4 2021, the filing reported:
New Buys - Amazon.com, Inc., Embraer S.A., Alphabet Inc., IDT Corporation, Knight-Swift Transportation Hol, and 6 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
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 |
|---|---|---|---|
|
Q4 2021
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+1,775
|
|
Q4 2021
|
ERJ
Embraer S.A.
|
Buy - Position Entry |
+460,502
|
|
Q4 2021
|
GOOGL
Alphabet Inc.
|
Buy - Position Entry |
+7,750
|
|
Q4 2021
|
IDT
IDT Corporation
|
Buy - Position Entry |
+235,692
|
|
Q4 2021
|
KNX
Knight-Swift Transportation Hol
|
Buy - Position Entry |
+79,556
|
|
Q4 2021
|
MAMA
Mama's Creations, Inc.
|
Buy - Position Entry |
+1,686,799
|
|
Q4 2021
|
MODG
Topgolf Callaway Brands Corp.
|
Buy - Position Entry |
+347,800
|
|
Q4 2021
|
RDVT
Red Violet, Inc.
|
Buy - Position Entry |
+245,207
|
|
Q4 2021
|
SLVM
Sylvamo Corporation
|
Buy - Position Entry |
+300,000
|
|
Q4 2021
|
XPEL
XPEL, Inc.
|
Buy - Position Entry |
+174,441
|
|
Q4 2021
|
XPOF
Xponential Fitness, Inc.
|
Buy - Position Entry |
+124,522
|