Alpine Fox Capital LLC 13F holdings
Alpine Fox Capital LLC reported 18 positions with a total reported value of $173.0M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: CIFR Cipher Digital Inc. (47.8%), IREN IREN Limited (19.8%), OPEN Opendoor Technologies Inc. (12.6%), NVO Novo-Nordisk A/S (5.6%), BKKT Bakkt, Inc (4.1%). Against 2026-03-31 it opened 5 new positions and exited 0. 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
18 largest of 18 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CIFR Cipher Digital Inc. | 3,372,000 | $82.6M | 47.8% |
| IREN IREN Limited | 750,461 | $34.3M | 19.8% |
| OPEN Opendoor Technologies Inc. | 4,735,000 | $21.9M | 12.6% |
| NVO Novo-Nordisk A/S | 201,000 | $9.6M | 5.6% |
| BKKT Bakkt, Inc | 905,000 | $7.1M | 4.1% |
| ETHA iShares Ethereum Trust ETF | 560,000 | $6.7M | 3.8% |
| ASST Strive, Inc. | 560,000 | $6.1M | 3.5% |
| BMNR BitMine Immersion Technologies, Inc. | 100,000 | $1.3M | 0.8% |
| SLNH Soluna Holdings Inc. | 750,882 | $1.0M | 0.6% |
| Bed Bath & Beyond, Inc. | 100,000 | $579.0K | 0.3% |
| WYNN Wynn Resorts, Limited | 5,000 | $485.4K | 0.3% |
| REGN Regeneron Pharmaceuticals, Inc. | 500 | $311.8K | 0.2% |
| CELH Celsius Holdings, Inc. | 10,000 | $292.8K | 0.2% |
| CP Canadian Pacific Kansas City Limited | 2,000 | $173.3K | 0.1% |
| STZ Constellation Brands, Inc. | 1,000 | $139.1K | <0.1% |
| PEP PepsiCo, Inc. | 1,000 | $135.4K | <0.1% |
| TGT Target Corporation | 1,000 | $130.6K | <0.1% |
| ENHA Enhanced Group Inc | 36,000 | $103.3K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 5 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
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 |
|---|---|---|---|---|
| OPEN Opendoor Technologies Inc. | 1,670,199 | 4,735,000 | +183.5% | $21.9M |
| BKKT Bakkt, Inc | 40,000 | 905,000 | +2,162.5% | $7.1M |
| NVO Novo-Nordisk A/S | 165,000 | 201,000 | +21.8% | $9.6M |
| ETHA iShares Ethereum Trust ETF | 467,000 | 560,000 | +19.9% | $6.7M |
| BMNR BitMine Immersion Technologies, Inc. | 92,000 | 100,000 | +8.7% | $1.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CIFR Cipher Digital Inc. | 3,762,000 | 3,372,000 | -10.4% | $82.6M |
| PEP PepsiCo, Inc. | 5,000 | 1,000 | -80.0% | $135.4K |
| ASST Strive, Inc. | 606,242 | 560,000 | -7.6% | $6.1M |
| REGN Regeneron Pharmaceuticals, Inc. | 1,000 | 500 | -50.0% | $311.8K |
| STZ Constellation Brands, Inc. | 3,000 | 1,000 | -66.7% | $139.1K |
| CP Canadian Pacific Kansas City Limited | 5,000 | 2,000 | -60.0% | $173.3K |
| TGT Target Corporation | 2,000 | 1,000 | -50.0% | $130.6K |
CIK 2096493 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
