Alta Equipment Group Inc.
DE ˙ DB ˙ US02128L1061
5,40 € ↑0,05 (0,93%)
2026-06-03
DEL PRIS
SecurityDE:4ZL / Alta Equipment Group Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership34,446 shares
Latest Disclosed Value $ 184,979
Morgan Stanley reports 80.32% decrease in ownership of 4ZL / Alta Equipment Group Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 34,446 shares of Alta Equipment Group Inc. (DE:4ZL) valued at $152,940 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 175,014 shares of Alta Equipment Group Inc.. This represents a change in shares of -80.32% during the quarter. The current value of the position is $186,008 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 34,446 -140,568 -80.32 185 -77.14 0.0000
2026-05-27 2025-12-31 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 175,014 -89,748 -33.90 805 -57.99 0.0000
2026-02-13 2025-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 175,014 -89,748 805 0.0000
2026-05-27 2025-09-30 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 264,762 90,646 52.06 1,917 74.18 0.0001
2025-11-14 2025-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 264,762 90,646 1,917 0.0001
2025-08-15 2025-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 174,116 28,977 19.96 1,100 61.76 0.0001
2025-05-15 2025-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 145,139 -36,800 -20.23 681 -42.81 0.0000
2025-05-15 2024-12-31 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 181,939 34,423 23.34 1,190 19.62 0.0001
2025-02-14 2024-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 181,939 34,423 1,190 0.0001
2025-05-14 2024-09-30 13F/A-2 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 147,516 77,459 110.57 994 76.55 0.0001
2025-02-14 2024-09-30 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 147,516 77,459 994 0.0001
2024-11-14 2024-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 147,516 77,459 994 0.0000
2025-05-14 2024-06-30 13F/A-2 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 70,057 -154,179 -68.76 563 -80.61 0.0000
2024-10-17 2024-06-30 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 70,057 -154,179 563 0.0000
2024-08-14 2024-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 70,057 -154,179 563 0.0000
2024-10-17 2024-03-31 13F/A-2 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 224,236 -180,220 -44.56 2,904 -41.97 0.0002
2024-08-16 2024-03-31 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 224,236 -180,220 2,904 0.0002
2024-05-15 2024-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 224,236 -180,220 2,904 0.0002
2024-08-16 2023-12-31 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 404,456 171,099 73.32 5,003 77.79 0.0004
2024-02-13 2023-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 404,456 171,099 5,003 0.0004
2023-11-15 2023-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 233,357 -12,131 -4.94 2,814 -33.85 0.0003
2023-08-14 2023-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 245,488 -775 -0.31 4,254 8.99 0.0004
2023-05-15 2023-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 246,263 213,724 656.82 3,903 809.79 0.0004
2023-02-14 2022-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 32,539 11,378 53.77 429 84.91 0.0000
2022-11-14 2022-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 21,161 3,496 19.79 232 45.91 0.0000
2022-10-27 2022-06-30 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 17,665 -4,563 -20.53 159 -42.18 0.0000
2022-08-15 2022-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 17,665 -4,563 159 0.0000
2022-10-27 2022-03-31 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 22,228 -131,945 -85.58 275 -87.82 0.0000
2022-05-13 2022-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 22,228 -131,945 275 0.0000
2022-02-14 2021-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 154,173 1,335 0.87 2,257 7.58 0.0003
2021-11-15 2021-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 152,838 -129,439 -45.86 2,098 -44.08 0.0003
2021-08-23 2021-06-30 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 282,277 281,680 47,182.58 3,752 46,800.00 0.0005
2021-08-16 2021-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 282,277 281,680 3,752 0.0001
2021-05-17 2021-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 597 -12,760 -95.53 8 -93.94 0.0000
2021-02-16 2020-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 13,357 11,332 559.60 132 725.00 0.0000
2020-11-13 2020-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 2,025 -3,237 -61.52 16 -60.98 0.0000
2020-08-14 2020-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 5,262 1,103 26.52 41 127.78 0.0000
2020-05-26 2020-03-31 13F/A-1 ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 4,159 3,343 409.68 18 125.00 0.0000
2020-05-15 2020-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 4,159 18
2020-02-14 2019-12-31 13F B RILEY PRINCIPAL MERGER COR CL A 05586Y106 816 -248 -23.31 8 -27.27 0.0000
2019-11-14 2019-09-30 13F B RILEY PRINCIPAL MERGER COR CL A 05586Y106 1,064 1,064 11 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.