Back to PEO
ALTA CAPITAL MANAGEMENT LLC/ → PEO
ALTA CAPITAL MANAGEMENT LLC/ PEO Position History
Adams Natural Resources Fund, Inc. • Energy
Quarters held
5
Latest value
$440K
Q3 2026
Peak value
$445K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $344K |
| Q4 2025 | $348K |
| Q1 2026 | $445K |
| Q2 2026 | $396K |
| Q3 2026 | $440K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $440K | 16.0K | — | — |
| Q2 2026 | $396K | 16.0K | — | — |
| Q1 2026 | $445K | 16.0K | — | — |
| Q4 2025 | $348K | 16.0K | — | — |
| Q3 2025 | $344K | 16.0K | — | — |