Alta Fox Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Alta Fox Capital Management, LLC reported 19 stock positions worth $367.9 million. Its top holding was Rev (REVG) at 20.8% of the portfolio, followed by Daktronics (DAKT, 20.4%) and NCR Atleos (NATL, 11.7%). Compared with Q1 2025, it opened 7 new positions, sold out of 3, added to 5 and reduced 3. The biggest buy was a new position in NCR Atleos (NATL) and the biggest sale Daktronics (DAKT, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- FORT WORTH, TX
- CIK
- 0001858353
- Portfolio Value
- $367.9M (Q2 2025)
- SEC Filing
- 0001858353-25-000007 ↗ filed Aug 14, 2025
Holdings Value
Holdings 19 stocks · $367.9M
| REVG Rev Group Inc. | 20.77% | 1,605,857 | $76.4M | Reduce -30.3% |
| DAKT Daktronics Inc. | 20.44% | 4,973,599 | $75.2M | Reduce -16.7% |
| NATL NCR Atleos Corp. | 11.73% | 1,513,127 | $43.2M | New |
| DXCM Dexcom Inc. | 5.88% | 247,900 | $21.6M | New |
| TRS Trimas Corp. | 5.77% | 742,005 | $21.2M | No change |
| MSFT Microsoft Corp. | 5.72% | 42,300 | $21.0M | No change |
| AMZN Amazon.com Inc. | 4.95% | 83,000 | $18.2M | No change |
| IAS Integral Ad Science Holding | 4.07% | 1,800,090 | $15.0M | Add +48.3% |
| ARES Ares Management Corp. Class A | 3.73% | 79,332 | $13.7M | Add +374.1% |
| META Meta Platforms Inc. Class A | 3.33% | 16,600 | $12.3M | New |
| PLOW Douglas Dynamics Inc. | 2.14% | 266,843 | $7.9M | New |
| RHLD Resolute Holdings Manag | 1.95% | 225,249 | $7.2M | Add +36.4% |
| JYNT The Joint Corp. | 1.83% | 581,877 | $6.7M | Add +44.4% |
| NATR Natures Sunshine Prods Inc. | 1.81% | 450,000 | $6.7M | New |
| IDT Idt Corp. Class B | 1.64% | 88,530 | $6.0M | Reduce -34.9% |
| DV Doubleverify Holdings Inc. | 1.50% | 369,400 | $5.5M | Add +10.8% |
| RSKD Riskified Ltd. Class A | 1.03% | 757,044 | $3.8M | No change |
| TATT Tat Technologies Ltd. | 1.02% | 122,790 | $3.8M | New |
| ATRO Astronics Corp. | 0.68% | 75,248 | $2.5M | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| NATL NCR Atleos Corp. | New | 11.73% | +11.73 |
| DXCM Dexcom Inc. | New | 5.88% | +5.88 |
| META Meta Platforms Inc. Class A | New | 3.33% | +3.33 |
| ARES Ares Management Corp. Class A | Add +374.1% | 3.73% | +2.76 |
| PLOW Douglas Dynamics Inc. | New | 2.14% | +2.14 |
| NATR Natures Sunshine Prods Inc. | New | 1.81% | +1.81 |
| TATT Tat Technologies Ltd. | New | 1.02% | +1.02 |
| ATRO Astronics Corp. | New | 0.68% | +0.68 |
| IAS Integral Ad Science Holding | Add +48.3% | 4.07% | +0.19 |
| RHLD Resolute Holdings Manag | Add +36.4% | 1.95% | −0.10 |
| JYNT The Joint Corp. | Add +44.4% | 1.83% | −0.17 |
| DV Doubleverify Holdings Inc. | Add +10.8% | 1.50% | −0.26 |
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 |