$196 Million is the total value of Alta Fox Capital Management's 14 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | New | ALPHABET INCcap stk cl a | $22,452 | – | 7,750 | +100.0% | 19.43% | – |
| DSKE | New | DASEKE INC | $14,565 | – | 1,450,659 | +100.0% | 12.61% | – |
| XPEL | New | XPEL INC | $11,911 | – | 174,441 | +100.0% | 10.31% | – |
| IDT | New | IDT CORPcl b new | $10,408 | – | 235,692 | +100.0% | 9.01% | – |
| RDVT | New | RED VIOLET INC | $9,732 | – | 245,207 | +100.0% | 8.42% | – |
| ELY | New | CALLAWAY GOLF CO | $9,544 | – | 347,800 | +100.0% | 8.26% | – |
| New | SYLVAMO CORP | $8,367 | – | 300,000 | +100.0% | 7.24% | – | |
| ERJ | New | EMBRAER S.A.sponsored ads | $8,174 | – | 460,502 | +100.0% | 7.08% | – |
| AMZN | New | AMAZON COM INC | $5,918 | – | 1,775 | +100.0% | 5.12% | – |
| KNX | New | KNIGHT-SWIFT TRANSN HLDGS INcl a | $4,848 | – | 79,556 | +100.0% | 4.20% | – |
| NGMS | New | NEOGAMES S A | $3,676 | – | 132,314 | +100.0% | 3.18% | – |
| MMMB | New | MAMAMANCINI S HLDGS INC | $3,390 | – | 1,686,799 | +100.0% | 2.93% | – |
| New | XPONENTIAL FITNESS INC | $2,545 | – | 124,522 | +100.0% | 2.20% | – |
Source
Signed by
- Nicole T. Lacues — Chief Operating Officer, Chief Compliance Officer
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