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Alta Fox Capital Management, LLC

CIK 1858353 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

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
Where the money is
OpenedAdded toHeldTrimmed
XPEL19.8%BTSG13.7%NATL13.6%DAKT11.4%BCO6.2%CARG5.8%WLDN5.7%HNGE4.5%WAY4.3%VMI4.2%WEX2.6%PODD2.5%VVV2.4%PLOW2.1%1 more1.1%

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.

Reported holdings, quarter by quarter
Q3 2024: $195.6 million in 14 positions$196MQ3 24Q4 2024: $280.7 million in 13 positions$281MQ4 24Q1 2025: $252.3 million in 15 positions$252MQ1 25Q2 2025: $367.9 million in 19 positions$368MQ2 25Q3 2025: $448.5 million in 19 positions$449MQ3 25Q4 2025: $464.8 million in 13 positions$465MQ4 25Q1 2026: $377.8 million in 9 positions$378MQ1 26Q2 2026: $497.2 million in 15 positions$497MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +63.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100120140160Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +63.1%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 8Added 2Held 2Trimmed 3Sold out 2
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

  1. Willdan Group Inc. WLDN$28.5 million
  2. Hinge Health Inc. HNGE$22.6 million
  3. Waystar Holding Corp. WAY$21.3 million
  4. Valmont Industries Inc. VMI$21.1 million
  5. WEX Inc. WEX$12.8 million
  6. Insulet Corp. PODD$12.6 million
  7. Valvoline Inc. VVV$11.9 million
  8. Douglas Dynamics Inc. PLOW$10.4 million

Added to 2

  1. Brinks Co. BCO+212,585 shares · +190%
  2. Xpel, Inc. XPEL+65,500 shares · +3%

Trimmed 3

  1. BrightSpring Health Services, Inc. BTSG-446,400 shares · -31%
  2. CarGurus, Inc. CARG-743,800 shares · -47%
  3. Daktronics Inc. DAKT-484,600 shares · -14%

Sold out of 2

  1. Toast, Inc. TOST$19.6 million last quarter
  2. Trimas Corp. TRS$8.0 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Xpel, Inc. XPEL2.0M$98.7 million19.85%+65.5K
BrightSpring Health Services, Inc. BTSG977.0K$68.1 million13.70%-446.4K
NCR Atleos Corp. NATL1.6M$67.8 million13.63%no change
Daktronics Inc. DAKT2.9M$56.5 million11.36%-484.6K
Brinks Co. BCO324.3K$30.6 million6.16%+212.6K
CarGurus, Inc. CARG843.5K$28.8 million5.78%-743.8K
Willdan Group Inc. WLDN359.8K$28.5 million5.72%new
Hinge Health Inc. HNGE272.1K$22.6 million4.54%new
Waystar Holding Corp. WAY1.0M$21.3 million4.29%new
Valmont Industries Inc. VMI36.5K$21.1 million4.24%new
WEX Inc. WEX91.0K$12.8 million2.58%new
Insulet Corp. PODD82.6K$12.6 million2.53%new
Valvoline Inc. VVV300.0K$11.9 million2.39%new
Douglas Dynamics Inc. PLOW192.3K$10.4 million2.09%new
Idt Corp. IDT97.0K$5.6 million1.13%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.