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:

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