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Advisory Research’s Alta Equipment Group ALTG Stock Holding History

Advisory Research’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-183,844
Closed -$862K – 145
2025
Q1 		$862K Sell
183,844
-2,636
-1% -$16.4K 0.15% 113
2024
Q4 		$1.22M Sell
186,480
-28,760
-13% -$200K 0.2% 99
2024
Q3 		$1.45M Sell
215,240
-11,195
-5% -$86.1K 0.26% 88
2024
Q2 		$1.82M Buy
226,435
+137,915
+156% +$1.4M 0.34% 71
2024
Q1 		$1.15M Buy
+88,520
New +$1.02M 0.23% 92

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Research's ALTG Position: Q2 2025 in Review

Advisory Research sold out of Alta Equipment Group (ALTG) in Q2 2025, closing a stake of 183,844 shares — an estimated $862K sold.

Advisory Research first reported a position in ALTG in Q1 2024 and held it in 5 quarters. The position peaked at $1.82M in Q2 2024. 101 funds tracked by Wall St. Rank hold ALTG as of Q2 2025.

  • Advisory Research reported no remaining Alta Equipment Group position as of Q2 2025 after selling out during the quarter.
  • Advisory Research sold 183,844 Alta Equipment Group shares in Q2 2025, an estimated $862K.
  • Advisory Research first reported a position in Alta Equipment Group in Q1 2024 and held it in 5 quarters.
  • Advisory Research's Alta Equipment Group position peaked at $1.82M in Q2 2024.
  • 101 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2025.

Based on Advisory Research's 13F filing for Q2 2025, filed 13 Aug 2025.