Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L)’s Alta Equipment Group ALTG Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2026 Q1	$227K	Buy	+42,271	New	+$268K	﹤0.01%	1467
2025 Q4	–	Sell	-10,977	Closed	-$79.5K	–	1522
2025 Q3	$79.5K	Buy	+10,977	New	+$85.3K	﹤0.01%	1460
2024 Q3	–	Sell	-40,676	Closed	-$327K	–	1413
2024 Q2	$327K	Sell	40,676 -134,560	-77%	-$1.36M	﹤0.01%	1161
2024 Q1	$2.27M	Buy	175,236 +49,274	+39%	+$566K	0.01%	634
2023 Q4	$1.56M	Buy	125,962 +9,872	+9%	+$107K	0.01%	732
2023 Q3	$1.4M	Buy	116,090 +83,477	+256%	+$1.25M	0.01%	716
2023 Q2	$565K	Buy	+32,613	New	+$481K	﹤0.01%	956

Other funds holding ALTG

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return