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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
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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
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

O'Shaughnessy Asset Management's ALTG Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Alta Equipment Group (ALTG) stake by 1.4% in Q1 2026, buying an estimated $1.83K and bringing the position to 21,355 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

O'Shaughnessy Asset Management first reported a position in ALTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $235K in Q3 2025. 125 funds tracked by Wall St. Rank hold ALTG as of Q1 2026.

  • O'Shaughnessy Asset Management held 21,355 shares of Alta Equipment Group worth $115K as of Q1 2026.
  • O'Shaughnessy Asset Management bought 288 Alta Equipment Group shares in Q1 2026, an estimated $1.83K.
  • Alta Equipment Group made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2102 holding.
  • O'Shaughnessy Asset Management first reported a position in Alta Equipment Group in Q3 2025 and has held it in 3 quarters since.
  • O'Shaughnessy Asset Management's Alta Equipment Group position peaked at $235K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.