ALTA CAPITAL MANAGEMENT LLC/

All 13F Filings

Location
Salt Lake City, UT
Most recent 13F
Q4 2025
Holdings value ($000)
1,501,739
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/6/2026 96 1,501,739 13F-HR ALTA CAPITAL MANAGEMENT LLC/
Q3 2025 11/4/2025 97 1,796,540 13F-HR ALTA CAPITAL MANAGEMENT LLC/
Q2 2025 7/28/2025 94 1,757,254 13F-HR ALTA CAPITAL MANAGEMENT LLC/
Q2 2014 7/8/2014 105 1,085,455 13F-HR ALTA CAPITAL MANAGEMENT LLC/
Q1 2014 4/16/2014 103 1,032,817 13F-HR/A - RESTATEMENT ALTA CAPITAL MANAGEMENT LLC/
Q1 2014 4/16/2014 94 974,386 13F-HR ALTA CAPITAL MANAGEMENT LLC/
Q4 2013 1/22/2014 94 974,386 13F-HR ALTA CAPITAL MANAGEMENT LLC/
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.502 M 100.0% 0 294.8 K -294.8 K
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Fund Snapshot

Q4 2025
Latest filed
2/6/2026
Total value ($000)
1,501,739
Holdings
96
QoQ value change ($000)
-294,801 (-16.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.