Alta Fox Capital Management 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Alta Fox Capital Management disclosed 9 US equity positions worth $377.8m in its Q1 2026 13F filing. The largest position was XPEL at 22.5% of the reported book, followed by NATL and DAKT. Against the Q4 2025 filing, it opened 3 new positions, added to 3 and reduced 3 among the top 9 holdings.
What did Alta Fox Capital Management own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | XPEL XPEL INC | 22.5% | $85.2m | 1,924,258 | 33% | added | |
| 2 | NATL NCR ATLEOS CORPORATION | Technology | 18.0% | $68.0m | 1,560,889 | -20% | reduced |
| 3 | DAKT DAKTRONICS INC | Technology | 17.4% | $65.9m | 3,371,399 | -10% | reduced |
| 4 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 16.1% | $60.7m | 1,423,400 | 15% | added |
| 5 | CARG CARGURUS INC | Communication Services | 14.3% | $54.0m | 1,587,346 | 25% | added |
| 6 | TOST TOAST INC | Technology | 5.2% | $19.6m | 740,300 | – | new |
| 7 | BCO BRINKS CO | Industrials | 3.1% | $11.6m | 111,700 | – | new |
| 8 | TRS TRIMAS CORP | Consumer Cyclical | 2.1% | $8.0m | 223,448 | -60% | reduced |
| 9 | IDT IDT CORP | Communication Services | 1.3% | $4.8m | 97,010 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.