Jacobs Levy Equity Management’s Alta Equipment Group ALTG Stock Holding History

Jacobs Levy Equity Management’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 Q2	$1.4M	Buy	216,739 +95,624	+79%	+$641K	0.01%	659
2026 Q1	$650K	Buy	121,115 +54,576	+82%	+$347K	﹤0.01%	780
2025 Q4	$306K	Buy	66,539 +55,039	+479%	+$302K	﹤0.01%	858
2025 Q3	$83.3K	Buy	+11,500	New	+$89.4K	﹤0.01%	943
2024 Q3	–	Sell	-61,414	Closed	-$494K	–	948
2024 Q2	$494K	Buy	+61,414	New	+$622K	﹤0.01%	840
2023 Q3	–	Sell	-11,343	Closed	-$197K	–	959
2023 Q2	$197K	Sell	11,343 -103,887	-90%	-$1.53M	﹤0.01%	929
2023 Q1	$1.83M	Buy	115,230 +98,910	+606%	+$1.66M	0.01%	590
2022 Q4	$215K	Buy	16,320 +761	+5%	+$9.16K	﹤0.01%	899
2022 Q3	$171K	Buy	+15,559	New	+$179K	﹤0.01%	943
2021 Q4	–	Sell	-10,143	Closed	-$139K	–	965
2021 Q3	$139K	Hold	10,143	–	–	﹤0.01%	1008
2021 Q2	$135K	Buy	+10,143	New	+$139K	﹤0.01%	1006

Other funds holding ALTG

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jacobs Levy Equity Management's ALTG Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Alta Equipment Group (ALTG) stake by 79% in Q2 2026, buying an estimated $641K and bringing the position to 216,739 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #659.

Jacobs Levy Equity Management first reported a position in ALTG in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.83M in Q1 2023. 133 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

Jacobs Levy Equity Management held 216,739 shares of Alta Equipment Group worth $1.4M as of Q2 2026.
Jacobs Levy Equity Management bought 95,624 Alta Equipment Group shares in Q2 2026, an estimated $641K.
Alta Equipment Group made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #659 holding.
Jacobs Levy Equity Management first reported a position in Alta Equipment Group in Q2 2021 and has held it in 11 quarters since.
Jacobs Levy Equity Management's Alta Equipment Group position peaked at $1.83M in Q1 2023.
133 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.