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Paloma Partners’s Alta Equipment Group ALTG Stock Holding History

Paloma 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
-202,359
Closed -$1.32M – 123
2024
Q4 		$1.32M Sell
202,359
-190,274
-48% -$1.33M 0.06% 137
2024
Q3 		$2.65M Buy
+392,633
New +$3.02M 0.07% 232

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

Paloma Partners's ALTG Position: Q1 2025 in Review

Paloma Partners sold out of Alta Equipment Group (ALTG) in Q1 2025, closing a stake of 202,359 shares — an estimated $1.32M sold.

Paloma Partners first reported a position in ALTG in Q3 2024 and held it in 2 quarters. The position peaked at $2.65M in Q3 2024. 99 funds tracked by Wall St. Rank hold ALTG as of Q1 2025.

  • Paloma Partners reported no remaining Alta Equipment Group position as of Q1 2025 after selling out during the quarter.
  • Paloma Partners sold 202,359 Alta Equipment Group shares in Q1 2025, an estimated $1.32M.
  • Paloma Partners first reported a position in Alta Equipment Group in Q3 2024 and held it in 2 quarters.
  • Paloma Partners's Alta Equipment Group position peaked at $2.65M in Q3 2024.
  • 99 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2025.

Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.