Alta Fox Capital Management, LLC
Alta Fox Capital Management, LLC reported 15 US-listed holdings worth $497.2 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Xpel, Inc. (19.8%), BrightSpring Health Services, Inc. (13.7%) and NCR Atleos Corp. (13.6%). Against the quarter before, it opened 8 positions, added to 2, trimmed 3 and sold out of 2.
Reported holdings$497.2M+31.6% on Q1 2026
Positions15+6 on Q1 2026
The largest ten89.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeldTrimmed
The 14 largest of its 15 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 8Added 2Held 2Trimmed 3Sold out 2
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 8
- Willdan Group Inc. WLDN$28.5 million
- Hinge Health Inc. HNGE$22.6 million
- Waystar Holding Corp. WAY$21.3 million
- Valmont Industries Inc. VMI$21.1 million
- WEX Inc. WEX$12.8 million
- Insulet Corp. PODD$12.6 million
- Valvoline Inc. VVV$11.9 million
- Douglas Dynamics Inc. PLOW$10.4 million
Added to 2
- Brinks Co. BCO+212,585 shares · +190%
- Xpel, Inc. XPEL+65,500 shares · +3%
Trimmed 3
- BrightSpring Health Services, Inc. BTSG-446,400 shares · -31%
- CarGurus, Inc. CARG-743,800 shares · -47%
- Daktronics Inc. DAKT-484,600 shares · -14%
Sold out of 2
- Toast, Inc. TOST$19.6 million last quarter
- Trimas Corp. TRS$8.0 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Xpel, Inc. XPEL | 1,989,758 | $98.7 million | 19.85% | +65,500 |
| BrightSpring Health Services, Inc. BTSG | 977,000 | $68.1 million | 13.70% | -446,400 |
| NCR Atleos Corp. NATL | 1,560,889 | $67.8 million | 13.63% | no change |
| Daktronics Inc. DAKT | 2,886,799 | $56.5 million | 11.36% | -484,600 |
| Brinks Co. BCO | 324,285 | $30.6 million | 6.16% | +212,585 |
| CarGurus, Inc. CARG | 843,546 | $28.8 million | 5.78% | -743,800 |
| Willdan Group Inc. WLDN | 359,806 | $28.5 million | 5.72% | new |
| Hinge Health Inc. HNGE | 272,100 | $22.6 million | 4.54% | new |
| Waystar Holding Corp. WAY | 1,039,000 | $21.3 million | 4.29% | new |
| Valmont Industries Inc. VMI | 36,480 | $21.1 million | 4.24% | new |
| WEX Inc. WEX | 91,000 | $12.8 million | 2.58% | new |
| Insulet Corp. PODD | 82,600 | $12.6 million | 2.53% | new |
| Valvoline Inc. VVV | 299,971 | $11.9 million | 2.39% | new |
| Douglas Dynamics Inc. PLOW | 192,342 | $10.4 million | 2.09% | new |
| Idt Corp. IDT | 97,010 | $5.6 million | 1.13% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.