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 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 $191M AUM 56.95% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

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

Jacobs Levy Equity Management's ALTG Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Alta Equipment Group (ALTG) stake by 82% in Q1 2026, buying an estimated $347K and bringing the position to 121,115 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Jacobs Levy Equity Management first reported a position in ALTG in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.83M in Q1 2023. 125 funds tracked by Wall St. Rank hold ALTG as of Q1 2026.

Jacobs Levy Equity Management held 121,115 shares of Alta Equipment Group worth $650K as of Q1 2026.
Jacobs Levy Equity Management bought 54,576 Alta Equipment Group shares in Q1 2026, an estimated $347K.
Alta Equipment Group made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #780 holding.
Jacobs Levy Equity Management first reported a position in Alta Equipment Group in Q2 2021 and has held it in 10 quarters since.
Jacobs Levy Equity Management's Alta Equipment Group position peaked at $1.83M in Q1 2023.
125 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.