Alta Fox Capital Management

Latest statistics and disclosures from Alta Fox Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are XPEL, BTSG, NATL, DAKT, BCO, and represent 64.70% of Alta Fox Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: WLDN (+$29M), HNGE (+$23M), WAY (+$21M), VMI (+$21M), BCO (+$20M), WEX (+$13M), PODD (+$13M), VVV (+$12M), PLOW (+$10M), XPEL.
  • Started 8 new stock positions in WLDN, PLOW, WEX, VVV, HNGE, VMI, PODD, WAY.
  • Reduced shares in these 5 stocks: BTSG (-$31M), CARG (-$25M), TOST (-$20M), DAKT (-$9.5M), TRS (-$8.0M).
  • Sold out of its positions in TOST, TRS.
  • Alta Fox Capital Management was a net buyer of stock by $71M.
  • Alta Fox Capital Management has $497M in assets under management (AUM), dropping by 31.60%.
  • Central Index Key (CIK): 0001858353

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Portfolio Holdings for Alta Fox Capital Management

Alta Fox Capital Management holds 15 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xpel (XPEL) 19.8 $99M +3% 2.0M 49.60
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Brightspring Health Svcs (BTSG) 13.7 $68M -31% 977k 69.74
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Ncr Atleos Corporation Com Shs (NATL) 13.6 $68M 1.6M 43.41
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Daktronics (DAKT) 11.4 $57M -14% 2.9M 19.56
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Brink's Company (BCO) 6.2 $31M +190% 324k 94.49
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Cargurus Com Cl A (CARG) 5.8 $29M -46% 844k 34.09
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Willdan (WLDN) 5.7 $29M NEW 360k 79.10
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Hinge Health Cl A (HNGE) 4.5 $23M NEW 272k 83.00
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Waystar Holding Corp (WAY) 4.3 $21M NEW 1.0M 20.53
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Valmont Industries (VMI) 4.2 $21M NEW 37k 577.60
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Wright Express (WEX) 2.6 $13M NEW 91k 141.09
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Insulet Corporation (PODD) 2.5 $13M NEW 83k 152.25
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Valvoline Inc Common (VVV) 2.4 $12M NEW 300k 39.54
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Douglas Dynamics (PLOW) 2.1 $10M NEW 192k 53.95
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Idt Corp Cl B New (IDT) 1.1 $5.6M 97k 58.16
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Past Filings by Alta Fox Capital Management

SEC 13F filings are viewable for Alta Fox Capital Management going back to 2021

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