Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ALTA FOX CAPITAL MANAGEMENT, LLC (CIK 1858353) reported $377.8M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XPEL ($85.2M, 22.54%), NATL ($68.0M, 18.01%), DAKT ($65.9M, 17.45%), BTSG ($60.7M, 16.05%), CARG ($54.0M, 14.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XPEL | XPEL INC | $85.2M | 22.54% | 1.9M | Added |
| 2 | NATL | NCR ATLEOS CORPORATION | $68.0M | 18.01% | 1.6M | Trimmed |
| 3 | DAKT | DAKTRONICS INC | $65.9M | 17.45% | 3.4M | Trimmed |
| 4 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $60.7M | 16.05% | 1.4M | Added |
| 5 | CARG | CARGURUS INC | $54.0M | 14.31% | 1.6M | Added |
| 6 | TOST | TOAST INC | $19.6M | 5.19% | 740,300 | New |
| 7 | BCO | BRINKS CO | $11.6M | 3.06% | 111,700 | New |
| 8 | TRS | TRIMAS CORP | $8.0M | 2.13% | 223,448 | Trimmed |
| 9 | IDT | IDT CORP | $4.8M | 1.26% | 97,010 | New |
| 10 | REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 11 | ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | Exited |
| 12 | FIGS | FIGS INC | $0 | 0.00% | 0 | Exited |
| 13 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 14 | FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | Exited |
| 15 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 16 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31