Alpine Fox Capital LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Alpine Fox Capital LLC reported 10 stock positions worth $118.7 million. Its top holding was Cipher Digital (CIFR) at 53.1% of the portfolio, followed by Iren (IREN, 29.7%) and Constellation Brands Class A (STZ, 7.7%).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0002096493
- Portfolio Value
- $118.7M (Q3 2025)
- SEC Filing
- 0002096493-25-000002 ↗ filed Nov 14, 2025
Holdings Value
Holdings 10 stocks · $118.7M
| CIFR Cipher Digital Inc. | 53.06% | 5,001,000 | $63.0M | — |
| IREN Iren Ltd. filed as IREN LIMITED | 29.68% | 750,461 | $35.2M | — |
| STZ Constellation Brands Inc. Class A | 7.66% | 67,500 | $9.1M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 2.85% | 61,000 | $3.4M | — |
| DEO Diageo PLC-Sponsored ADR | 1.93% | 24,000 | $2.3M | — |
| ETHA iShares Ethereum Trust ETF | 1.86% | 70,000 | $2.2M | — |
| BKKT Bakkt Inc. filed as BAKKT HOLDINGS INC | 1.13% | 40,000 | $1.3M | — |
| SBET Sharplink Inc. | 0.86% | 60,000 | $1.0M | — |
| CLSK Cleanspark Inc. | 0.49% | 40,000 | $580K | — |
| REGN Regeneron Pharmaceuticals | 0.47% | 1,000 | $562K | — |
Options reported separately and not counted above: IBIT calls ($116.0M), CIFR calls ($3.3M), CLSK calls ($870K).
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.