Alta Equipment Group Inc.
DE ˙ DB ˙ US02128L1061
5,40 € ↑0,05 (0,93%)
2026-06-03
DEL PRIS
SecurityDE:4ZL / Alta Equipment Group Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership21,264 shares
Latest Disclosed Value $ 114,187
UBS Group AG reports 38.33% decrease in ownership of 4ZL / Alta Equipment Group Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 21,264 shares of Alta Equipment Group Inc. (DE:4ZL) valued at $94,412 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 34,480 shares of Alta Equipment Group Inc.. This represents a change in shares of -38.33% during the quarter. The current value of the position is $114,826 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)
2026-05-05 2026-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 21,264 -13,216 -38.33 114 -27.85 0.0000
2026-01-29 2025-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 34,480 -17,915 -34.19 159 -58.31 0.0000
2025-11-13 2025-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 52,395 -118,232 -69.29 379 -64.84 0.0001
2025-08-14 2025-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 170,627 -16,110 -8.63 1,078 23.20 0.0002
2025-05-13 2025-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 186,737 30,323 19.39 876 -14.38 0.0002
2025-02-14 2024-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 156,414 133,284 576.24 1,023 559.35 0.0002
2024-11-14 2024-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 23,130 12,489 117.37 156 82.35 0.0000
2024-08-14 2024-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 10,641 -46,811 -81.48 86 -88.58 0.0000
2024-05-13 2024-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 57,452 17,949 45.44 744 52.46 0.0002
2024-02-09 2023-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 39,503 13,010 49.11 489 52.98 0.0001
2023-11-09 2023-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 26,493 13,354 101.64 320 40.53 0.0001
2023-08-11 2023-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 13,139 4,620 54.23 228 68.15 0.0001
2023-05-12 2023-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 8,519 -75 -0.87 135 19.47 0.0000
2023-02-08 2022-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 8,594 8,594 113 0.0000
2022-11-10 2022-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 0 -173 -100.00 0 -100.00
2022-08-10 2022-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 173 -6,751 -97.50 2 -97.67 0.0000
2022-05-16 2022-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 6,924 71 1.04 86 -14.85 0.0000
2022-02-14 2021-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 6,853 6,468 1,680.00 101 1,920.00 0.0000
2021-11-15 2021-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 385 136 54.62 5 66.67 0.0000
2021-08-13 2021-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 249 -2,597 -91.25 3 -91.89 0.0000
2021-05-12 2021-03-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 2,846 -128 -4.30 37 27.59 0.0000
2021-02-11 2020-12-31 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 2,974 1,160 63.95 29 107.14 0.0000
2020-11-12 2020-09-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 1,814 -4,778 -72.48 14 -72.55 0.0000
2020-07-31 2020-06-30 13F ALTA EQUIPMENT GROUP COMMON STOCK 02128L106 6,592 6,392 3,196.00 51 2,450.00 0.0000
2020-02-14 2019-12-31 13F B RILEY PRINCIPAL MERGER COR *W EXP 04/08/202 05586Y114 200 200 0 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.