Alta Fox Capital Management, LLC
Alta Fox Capital Management, LLC reported 15 holdings worth US$497M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Alta Fox Capital Management, LLC reported 15 holdings worth US$497M as of Jun 30, 2026. Largest: Xpel, Inc., Brightspring Health Services, Inc. and Ncr Atleos Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$497M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Xpel, Inc. | 1.99M | US$98.7M | 19.8% |
| Brightspring Health Services, Inc. | 977K | US$68.1M | 13.7% |
| Ncr Atleos Corporation | 1.56M | US$67.8M | 13.6% |
| Daktronics, Inc. | 2.89M | US$56.5M | 11.4% |
| Brinks Company (the) | 324K | US$30.6M | 6.2% |
| Cargurus, Inc. | 844K | US$28.8M | 5.8% |
| Willdan Group, Inc. | 360K | US$28.5M | 5.7% |
| Hinge Health, Inc. | 272K | US$22.6M | 4.5% |
| Waystar Holding Corp. | 1.04M | US$21.3M | 4.3% |
| Valmont Industries, Inc. | 36,480 | US$21.1M | 4.2% |
| Wex Inc. | 91,000 | US$12.8M | 2.6% |
| Insulet Corporation | 82,600 | US$12.6M | 2.5% |
| Valvoline Inc. | 300K | US$11.9M | 2.4% |
| Douglas Dynamics, Inc. | 192K | US$10.4M | 2.1% |
| Idt Corporation | 97,010 | US$5.64M | 1.1% |
| Toast, Inc. | 0 | US$0 | 0.00% |
| Trimas Corporation | 0 | US$0 | 0.00% |