Q1 2024 · 13F-HR
ALTA FOX CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2024-05-15 · accession 0001858353-24-000003
$130.8M
Reported value
12
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 33768G107 | FCFS | FIRSTCASH HOLDINGS INC | $35.8M | 27.4% | 280,945 | Common | SOLE |
| 234264109 | DAKT | DAKTRONICS INC | $14.6M | 11.2% | 1,468,557 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $11.7M | 8.93% | 77,400 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $11.4M | 8.75% | 66,515 | Common | SOLE |
| 448947507 | IDT | IDT CORP | $9.4M | 7.22% | 249,741 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $9.4M | 7.15% | 51,852 | Common | SOLE |
| 971378104 | WSC | WILLSCOT MOBIL MINI HLDNG CO | $8.9M | 6.77% | 190,500 | Common | SOLE |
| 749527107 | 1RG | REV GROUP INC | $6.3M | 4.81% | 285,084 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $6.3M | 4.79% | 13,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $6.1M | 4.70% | 14,600 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $5.5M | 4.23% | 25,922 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $5.3M | 4.09% | 21,200 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.