Alta Fox Capital Management, LLC 13F Holdings · Q2 2026
Alta Fox Capital Management, LLC reported 15 securities worth $497.19M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: XPEL (19.85%), BTSG (13.70%), NATL (13.63%). Among its top 25 positions this quarter: 8 new, 2 added, 3 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XPEL | XPEL INC | $98.7M | 19.85% | 2.0M | Added |
| 2 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $68.1M | 13.70% | 977,000 | Trimmed |
| 3 | NATL | NCR ATLEOS CORPORATION | $67.8M | 13.63% | 1.6M | Hold |
| 4 | DAKT | DAKTRONICS INC | $56.5M | 11.36% | 2.9M | Trimmed |
| 5 | BCO | BRINKS CO | $30.6M | 6.16% | 324,285 | Added |
| 6 | CARG | CARGURUS INC | $28.8M | 5.78% | 843,546 | Trimmed |
| 7 | WLDN | WILLDAN GROUP INC | $28.5M | 5.72% | 359,806 | New |
| 8 | HNGE | HINGE HEALTH INC | $22.6M | 4.54% | 272,100 | New |
| 9 | WAY | WAYSTAR HLDG CORP | $21.3M | 4.29% | 1.0M | New |
| 10 | VMI | VALMONT INDS INC | $21.1M | 4.24% | 36,480 | New |
| 11 | WEX | WEX INC | $12.8M | 2.58% | 91,000 | New |
| 12 | PODD | INSULET CORP | $12.6M | 2.53% | 82,600 | New |
| 13 | VVV | VALVOLINE INC | $11.9M | 2.39% | 299,971 | New |
| 14 | PLOW | DOUGLAS DYNAMICS INC | $10.4M | 2.09% | 192,342 | New |
| 15 | IDT | IDT CORP | $5.6M | 1.13% | 97,010 | Hold |
| 16 | TOST | TOAST INC | $0 | 0.00% | 0 | Exited |
| 17 | TRS | TRIMAS CORP | $0 | 0.00% | 0 | Exited |
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