FP
ALTG icon

Foundry Partners’s Alta Equipment Group ALTG Stock Holding History

Foundry Partners’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
Q1 		– Sell
-205,330
Closed -$1.34M – 260
2024
Q4 		$1.34M Sell
205,330
-365
-0.2% -$2.54K 0.07% 212
2024
Q3 		$1.39M Sell
205,695
-140,475
-41% -$1.08M 0.07% 212
2024
Q2 		$2.78M Buy
346,170
+52,255
+18% +$529K 0.15% 190
2024
Q1 		$3.81M Buy
293,915
+57,515
+24% +$661K 0.2% 163
2023
Q4 		$2.92M Buy
236,400
+31,490
+15% +$340K 0.18% 182
2023
Q3 		$2.47M Buy
204,910
+13,720
+7% +$205K 0.15% 184
2023
Q2 		$3.31M Sell
191,190
-42,181
-18% -$623K 0.2% 147
2023
Q1 		$3.7M Buy
233,371
+13,105
+6% +$220K 0.23% 136
2022
Q4 		$2.9M Sell
220,266
-145
-0.1% -$1.75K 0.16% 174
2022
Q3 		$2.43M Buy
220,411
+3,580
+2% +$41.2K 0.15% 183
2022
Q2 		$1.95M Sell
216,831
-48,450
-18% -$531K 0.12% 202
2022
Q1 		$3.28M Sell
265,281
-86,884
-25% -$1.14M 0.17% 172
2021
Q4 		$5.16M Sell
352,165
-11,425
-3% -$168K 0.18% 157
2021
Q3 		$4.99M Sell
363,590
-21,603
-6% -$283K 0.18% 159
2021
Q2 		$5.12M Sell
385,193
-43,632
-10% -$596K 0.18% 171
2021
Q1 		$5.58M Sell
428,825
-20,950
-5% -$228K 0.18% 168
2020
Q4 		$4.44M Buy
449,775
+18,035
+4% +$156K 0.17% 170
2020
Q3 		$3.38M Sell
431,740
-23,310
-5% -$185K 0.16% 180
2020
Q2 		$3.54M Buy
455,050
+119,100
+35% +$736K 0.17% 172
2020
Q1 		$1.44M Buy
+335,950
New +$2.88M 0.08% 259

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Foundry Partners's ALTG Position: Q1 2025 in Review

Foundry Partners sold out of Alta Equipment Group (ALTG) in Q1 2025, closing a stake of 205,330 shares — an estimated $1.34M sold.

Foundry Partners first reported a position in ALTG in Q1 2020 and held it in 20 quarters. The position peaked at $5.58M in Q1 2021. 99 funds tracked by Wall St. Rank hold ALTG as of Q1 2025.

  • Foundry Partners reported no remaining Alta Equipment Group position as of Q1 2025 after selling out during the quarter.
  • Foundry Partners sold 205,330 Alta Equipment Group shares in Q1 2025, an estimated $1.34M.
  • Foundry Partners first reported a position in Alta Equipment Group in Q1 2020 and held it in 20 quarters.
  • Foundry Partners's Alta Equipment Group position peaked at $5.58M in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.