Alpine Fox Capital LLC 13F Holdings · Q2 2026
Alpine Fox Capital LLC reported 18 securities worth $211.24M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CIFR (39.57%), IBIT (17.65%), IREN (16.25%). Among its top 25 positions this quarter: 5 new, 5 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CIFR | Cipher Digital Inc. | $83.6M | 39.57% | 3.4M | Trimmed |
| 2 | IBIT | ishares Bitcoin Trust ETF | $37.3M | 17.65% | 1.1M | Trimmed |
| 3 | IREN | IREN Limited | $34.3M | 16.25% | 750,461 | Hold |
| 4 | OPEN | Opendoor Technologies Inc. | $21.9M | 10.36% | 4.7M | Added |
| 5 | NVO | Novo-Nordisk A/S | $9.6M | 4.56% | 201,000 | Added |
| 6 | BKKT | Bakkt, Inc | $7.1M | 3.35% | 905,000 | Added |
| 7 | ETHA | iShares Ethereum Trust ETF | $6.7M | 3.15% | 560,000 | Added |
| 8 | ASST | Strive, Inc. | $6.1M | 2.89% | 560,000 | Trimmed |
| 9 | BMNR | BitMine Immersion Technologies, Inc. | $1.3M | 0.63% | 100,000 | Added |
| 10 | SLNH | Soluna Holdings Inc. | $1.0M | 0.48% | 750,882 | New |
| 11 | NXH | Bed Bath & Beyond, Inc. | $579,000 | 0.27% | 100,000 | New |
| 12 | WYNN | Wynn Resorts, Limited | $485,450 | 0.23% | 5,000 | New |
| 13 | REGN | Regeneron Pharmaceuticals, Inc. | $311,770 | 0.15% | 500 | Trimmed |
| 14 | CELH | Celsius Holdings, Inc. | $292,800 | 0.14% | 10,000 | New |
| 15 | CP | Canadian Pacific Kansas City Limited | $173,300 | 0.08% | 2,000 | Trimmed |
| 16 | STZ | Constellation Brands, Inc. | $139,090 | 0.07% | 1,000 | Trimmed |
| 17 | PEP | PepsiCo, Inc. | $135,400 | 0.06% | 1,000 | Trimmed |
| 18 | TGT | Target Corporation | $130,610 | 0.06% | 1,000 | Trimmed |
| 19 | ENHA | Enhanced Group Inc | $103,320 | 0.05% | 36,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR