Alta Fox Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Alta Fox Capital Management, LLC reported 15 stock positions worth $497.2 million. Its top holding was Xpel (XPEL) at 19.8% of the portfolio, followed by Brightspring Health Services (BTSG, 13.7%) and NCR Atleos (NATL, 13.6%). Compared with Q1 2026, it opened 8 new positions, sold out of 2, added to 2 and reduced 3. The biggest buy was a new position in Willdan (WLDN) and the biggest sale Cargurus (CARG, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- FORT WORTH, TX
- CIK
- 0001858353
- Portfolio Value
- $497.2M (Q2 2026)
- SEC Filing
- 0001858353-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 15 stocks · $497.2M
| XPEL Xpel Inc. | 19.85% | 1,989,758 | $98.7M | Add +3.4% |
| BTSG Brightspring Health Services | 13.70% | 977,000 | $68.1M | Reduce -31.4% |
| NATL NCR Atleos Corp. | 13.63% | 1,560,889 | $67.8M | No change |
| DAKT Daktronics Inc. | 11.36% | 2,886,799 | $56.5M | Reduce -14.4% |
| BCO The Brink's Co. | 6.16% | 324,285 | $30.6M | Add +190.3% |
| CARG Cargurus Inc. | 5.78% | 843,546 | $28.8M | Reduce -46.9% |
| WLDN Willdan Group Inc. | 5.72% | 359,806 | $28.5M | New |
| HNGE Hinge Health Inc. Class A | 4.54% | 272,100 | $22.6M | New |
| WAY Waystar Holding Corp. | 4.29% | 1,039,000 | $21.3M | New |
| VMI Valmont Industries | 4.24% | 36,480 | $21.1M | New |
| WEX Wex Inc. | 2.58% | 91,000 | $12.8M | New |
| PODD Insulet Corp. | 2.53% | 82,600 | $12.6M | New |
| VVV Valvoline Inc. | 2.39% | 299,971 | $11.9M | New |
| PLOW Douglas Dynamics Inc. | 2.09% | 192,342 | $10.4M | New |
| IDT Idt Corp. Class B | 1.13% | 97,010 | $5.6M | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| WLDN Willdan Group Inc. | New | 5.72% | +5.72 |
| HNGE Hinge Health Inc. Class A | New | 4.54% | +4.54 |
| WAY Waystar Holding Corp. | New | 4.29% | +4.29 |
| VMI Valmont Industries | New | 4.24% | +4.24 |
| BCO The Brink's Co. | Add +190.3% | 6.16% | +3.10 |
| WEX Wex Inc. | New | 2.58% | +2.58 |
| PODD Insulet Corp. | New | 2.53% | +2.53 |
| VVV Valvoline Inc. | New | 2.39% | +2.39 |
| PLOW Douglas Dynamics Inc. | New | 2.09% | +2.09 |
| XPEL Xpel Inc. | Add +3.4% | 19.85% | −2.69 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $497.2M | XPEL, BTSG, NATL, DAKT, BCO |
| Q1 2026 | 9 | $377.8M | XPEL, NATL, DAKT, BTSG, CARG |
| Q4 2025 | 13 | $464.8M | NATL, DAKT, XPEL, CARG, BTSG |
| Q3 2025 | 19 | $448.5M | DAKT, NATL, REVG, CARG, DXCM |
| Q2 2025 | 19 | $367.9M | REVG, DAKT, NATL, DXCM, TRS |
| Q1 2025 | 15 | $252.3M | REVG, DAKT, TRS, MSFT, AMZN |
| Q4 2024 | 13 | $280.7M | REVG, DAKT, MSFT, DV, AMZN |
| Q3 2024 | 14 | $195.6M | REVG, FWRD, PRM, IDT, META |
| Q2 2024 | 13 | $157.5M | REVG, CASH, ALV, GOOGL, DAKT |
| Q1 2024 | 12 | $130.8M | FCFS, DAKT, GOOGL, WCN, IDT |