ALTG β€” ALTA EQUIPMENT GROUP INC

Ownership history in Voss Capital, LP  Β·  22 quarters on record

This page tracks every 13F SEC filing in which Voss Capital, LP reported a position in ALTA EQUIPMENT GROUP INC (ALTG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
4.98% (2023 Q2)
πŸ“Š Avg. % of fund
2.64%
πŸ“… First filed
2020 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
22

Position Intelligence

Voss Capital, LP Γ— ALTG AI Analytics

πŸ“‰ Voss Capital, LP underperformed the S&P 500 by –14.2% annually on this ALTG position. Timing score: 65% (13/20 decisions correct). Average cost basis: $12.09. Maximum drawdown during holding period: –71.9%.

πŸ“ˆ Position Alpha vs SPY
-14.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 14.2% ann.
21 quarters analyzed

⏱️ Timing Score
65%

βœ… Decent timing β€” more right than wrong on entries and exits.
13 of 20 add/trim decisions correct

πŸ’° Entry Quality
$12.09
-62.0% vs current ($4.60)

Best entry: $4.64 (2025 Q1)  Β·  Worst: $16.37 (2023 Q2)

πŸ›‘οΈ Drawdown Resilience
–71.9%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
76%
buy-side decisions

16 adds Β· 5 trims. Bought during 5 of 8 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.62% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ALTG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,824,199 -135,901 -4.6% 0.62% $13.0M $4.60
2025 Q3 UNCHANGED 2,960,100 β€” 0% 1.29% $18.7M $7.24
2025 Q2 REDUCED 2,960,100 -20,716 -0.7% 1.29% $18.7M $6.32
2025 Q1 ADDED 2,980,816 +65,816 +2.3% 1.07% $14.0M $4.64
2024 Q4 REDUCED 2,915,000 -80,000 -2.7% 1.42% $19.1M $6.42
2024 Q3 ADDED 2,995,000 +10,000 +0.3% 1.68% $20.2M $6.57
2024 Q2 REDUCED 2,985,000 -354,287 -10.6% 2.40% $24.0M $7.76
2024 Q1 ADDED 3,339,287 +94,287 +2.9% 3.57% $43.2M $12.41
2023 Q4 ADDED 3,245,000 +543,500 +20.1% 3.91% $40.1M $11.79
2023 Q3 ADDED 2,701,500 +320,574 +13.5% 4.10% $32.6M $11.43
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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