Alta Fox Capital Management 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Alta Fox Capital Management disclosed 15 US equity positions worth $497.2m in its Q2 2026 13F filing. The largest position was XPEL at 19.8% of the reported book, followed by BTSG and NATL. Against the Q1 2026 filing, it opened 8 new positions, added to 2 and reduced 3 among the top 15 holdings.
What did Alta Fox Capital Management own in Q2 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | XPEL XPEL INC | 19.8% | $98.7m | 1,989,758 | 3% | added | |
| 2 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 13.7% | $68.1m | 977,000 | -31% | reduced |
| 3 | NATL NCR ATLEOS CORPORATION | Technology | 13.6% | $67.8m | 1,560,889 | 0% | held |
| 4 | DAKT DAKTRONICS INC | Technology | 11.4% | $56.5m | 2,886,799 | -14% | reduced |
| 5 | BCO BRINKS CO | Industrials | 6.2% | $30.6m | 324,285 | 190% | added |
| 6 | CARG CARGURUS INC | Communication Services | 5.8% | $28.8m | 843,546 | -47% | reduced |
| 7 | WLDN WILLDAN GROUP INC | Industrials | 5.7% | $28.5m | 359,806 | – | new |
| 8 | HNGE HINGE HEALTH INC | Healthcare | 4.5% | $22.6m | 272,100 | – | new |
| 9 | WAY WAYSTAR HLDG CORP | Healthcare | 4.3% | $21.3m | 1,039,000 | – | new |
| 10 | VMI VALMONT INDS INC | Industrials | 4.2% | $21.1m | 36,480 | – | new |
| 11 | WEX WEX INC | Technology | 2.6% | $12.8m | 91,000 | – | new |
| 12 | PODD INSULET CORP | Healthcare | 2.5% | $12.6m | 82,600 | – | new |
| 13 | VVV VALVOLINE INC | Consumer Cyclical | 2.4% | $11.9m | 299,971 | – | new |
| 14 | PLOW DOUGLAS DYNAMICS INC | Consumer Cyclical | 2.1% | $10.4m | 192,342 | – | new |
| 15 | IDT IDT CORP | Communication Services | 1.1% | $5.6m | 97,010 | 0% | held |
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.