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O'Shaughnessy Asset Management’s Alta Equipment Group ALTG Stock Holding History

O'Shaughnessy Asset 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 		$143K Buy
22,035
+680
+3% +$4.56K ﹤0.01% 2100
2026
Q1 		$115K Buy
21,355
+288
+1% +$1.83K ﹤0.01% 2102
2025
Q4 		$96.9K Sell
21,067
-11,336
-35% -$62.3K ﹤0.01% 2133
2025
Q3 		$235K Buy
+32,403
New +$252K ﹤0.01% 1886

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
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
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

O'Shaughnessy Asset Management's ALTG Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Alta Equipment Group (ALTG) stake by 3.2% in Q2 2026, buying an estimated $4.56K and bringing the position to 22,035 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

O'Shaughnessy Asset Management first reported a position in ALTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $235K in Q3 2025. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • O'Shaughnessy Asset Management held 22,035 shares of Alta Equipment Group worth $143K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 680 Alta Equipment Group shares in Q2 2026, an estimated $4.56K.
  • Alta Equipment Group made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2100 holding.
  • O'Shaughnessy Asset Management first reported a position in Alta Equipment Group in Q3 2025 and has held it in 4 quarters since.
  • O'Shaughnessy Asset Management's Alta Equipment Group position peaked at $235K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.