StockDriftsStockDriftsTop 15 Alta Fox Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XPEL | XPEL INC | 19.85% | 1.99M | $98.7M | +3.40%(+65.50K) | $42.75(+16.95%) | 2026-06-30 | |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 13.7% | 977.0K | $68.1M | -31.36%(-446.40K) | $32.12(+90.13%) | 2026-06-30 | |
| NATL | NCR ATLEOS CORPORATION | 13.63% | 1.56M | $67.8M | +0.00%(+0) | $29.05(+61.58%) | 2026-06-30 | |
| DAKT | DAKTRONICS INC | 11.36% | 2.89M | $56.5M | -14.37%(-484.60K) | $13.27(+53.75%) | 2026-06-30 | |
| BCO | BRINKS CO | 6.16% | 324.3K | $30.6M | +190.32%(+212.59K) | $101.86(+12.18%) | 2026-06-30 | |
| CARG | CARGURUS INC | 5.78% | 843.5K | $28.8M | -46.86%(-743.80K) | $35.79(+4.62%) | 2026-06-30 | |
| WLDN | WILLDAN GROUP INC | 5.72% | 359.8K | $28.5M | new | $77.22(+11.90%) | 2026-06-30 | |
| HNGE | HINGE HEALTH INC | 4.54% | 272.1K | $22.6M | new | $59.89(+47.77%) | 2026-06-30 | |
| WAY | WAYSTAR HLDG CORP | 4.29% | 1.04M | $21.3M | new | $21.99(+12.66%) | 2026-06-30 | |
| VMI | VALMONT INDS INC | 4.24% | 36.5K | $21.1M | new | $480.81(+3.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.12% | +77.70% | — | — | +41.31% |
| Top 20 Holdings Unweighted | +25.19% | +96.21% | — | — | +78.16% |
Alta Fox Capital Management LLC reports $497.19M in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are XPEL (19.9%), BTSG (13.7%) and NATL (13.6%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +77.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alta Fox Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1858353). View Alta Fox Capital Management LLC’s 13F filings on SEC