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Alta Fox Capital Management Llc

Portfolio Manager
Alta Fox Capital Management LLC
Performance
-3.00% (2026 Q1)
AUM (13F)
$377.80M
# of Holdings
9
Performance Rank
Allocation (Top 20)
100%

Alta Fox Capital Management Llc Holdings Map

Top 9 Alta Fox Capital Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XPEL
XPEL INC
22.54%1.92M$85.2M
+33.38%(+481.62K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 57.9K shares2025-Q4: 1.44M shares2026-Q1: 1.92M shares
$42.68(-2.79%)
2026-03-31
NATL
NCR ATLEOS CORPORATION
18.01%1.56M$68.0M
-19.99%(-389.99K)
2025-Q1: 0 shares2025-Q2: 1.51M shares2025-Q3: 1.97M shares2025-Q4: 1.95M shares2026-Q1: 1.56M shares
$29.05(+53.38%)
2026-03-31
DAKT
DAKTRONICS INC
17.45%3.37M$65.9M
-9.69%(-361.80K)
2025-Q1: 5.97M shares2025-Q2: 4.97M shares2025-Q3: 4.43M shares2025-Q4: 3.73M shares2026-Q1: 3.37M shares
$13.27(+43.43%)
2026-03-31
BTSG
BRIGHTSPRING HEALTH SVCS INC
16.05%1.42M$60.7M
+15.02%(+185.90K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 460.5K shares2025-Q4: 1.24M shares2026-Q1: 1.42M shares
$32.12(+80.29%)
2026-03-31
CARG
CARGURUS INC
14.31%1.59M$54.0M
+24.64%(+313.80K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.10M shares2025-Q4: 1.27M shares2026-Q1: 1.59M shares
$35.79(-19.89%)
2026-03-31
TOST
TOAST INC
5.19%740.3K$19.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 740.3K shares
$31.01(-25.67%)
2026-03-31
BCO
BRINKS CO
3.06%111.7K$11.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 111.7K shares
$110.18(-5.82%)
2026-03-31
TRS
TRIMAS CORP
2.13%223.4K$8.0M
-60.34%(-339.93K)
2025-Q1: 742.0K shares2025-Q2: 742.0K shares2025-Q3: 336.1K shares2025-Q4: 563.4K shares2026-Q1: 223.4K shares
$29.27(+29.94%)
2026-03-31
IDT
IDT CORP
1.26%97.0K$4.8Mnew2025-Q1: 136.1K shares2025-Q2: 88.5K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 97.0K shares
$39.89(+30.35%)
2026-03-31

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