Alta Fox Capital Management, LLC 13F holdings
Alta Fox Capital Management, LLC reported 15 positions with a total reported value of $497.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: XPEL XPEL INC (19.8%), BTSG BRIGHTSPRING HEALTH SVCS INC (13.7%), NATL NCR ATLEOS CORPORATION (13.6%), DAKT DAKTRONICS INC (11.4%), BCO BRINKS CO (6.2%). Against 2026-03-31 it opened 8 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
15 largest of 15 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| XPEL XPEL INC | 1,989,758 | $98.7M | 19.8% |
| BTSG BRIGHTSPRING HEALTH SVCS INC | 977,000 | $68.1M | 13.7% |
| NATL NCR ATLEOS CORPORATION | 1,560,889 | $67.8M | 13.6% |
| DAKT DAKTRONICS INC | 2,886,799 | $56.5M | 11.4% |
| BCO BRINKS CO | 324,285 | $30.6M | 6.2% |
| CARG CARGURUS INC | 843,546 | $28.8M | 5.8% |
| WLDN WILLDAN GROUP INC | 359,806 | $28.5M | 5.7% |
| HNGE HINGE HEALTH INC | 272,100 | $22.6M | 4.5% |
| WAY WAYSTAR HLDG CORP | 1,039,000 | $21.3M | 4.3% |
| VALMONT INDS INC | 36,480 | $21.1M | 4.2% |
| WEX WEX INC | 91,000 | $12.8M | 2.6% |
| PODD INSULET CORP | 82,600 | $12.6M | 2.5% |
| VVV VALVOLINE INC | 299,971 | $11.9M | 2.4% |
| PLOW DOUGLAS DYNAMICS INC | 192,342 | $10.4M | 2.1% |
| IDT IDT CORP | 97,010 | $5.6M | 1.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 8 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| WLDN WILLDAN GROUP INC | 359,806 | $28.5M | 5.7% |
| HNGE HINGE HEALTH INC | 272,100 | $22.6M | 4.5% |
| WAY WAYSTAR HLDG CORP | 1,039,000 | $21.3M | 4.3% |
| VALMONT INDS INC | 36,480 | $21.1M | 4.2% |
| WEX WEX INC | 91,000 | $12.8M | 2.6% |
| PODD INSULET CORP | 82,600 | $12.6M | 2.5% |
| VVV VALVOLINE INC | 299,971 | $11.9M | 2.4% |
| PLOW DOUGLAS DYNAMICS INC | 192,342 | $10.4M | 2.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BCO BRINKS CO | 111,700 | 324,285 | +190.3% | $30.6M |
| XPEL XPEL INC | 1,924,258 | 1,989,758 | +3.4% | $98.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BTSG BRIGHTSPRING HEALTH SVCS INC | 1,423,400 | 977,000 | -31.4% | $68.1M |
| CARG CARGURUS INC | 1,587,346 | 843,546 | -46.9% | $28.8M |
| DAKT DAKTRONICS INC | 3,371,399 | 2,886,799 | -14.4% | $56.5M |
CIK 1858353 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
