Holders — by stockHoldings — by fund
ALTA FOX CAPITAL MANAGEMENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001858353
$497.2M
disclosed book value
15
positions
19.8%
largest position share
Positions, as of 2026-06-30
top 15 of 15 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | XPELXPEL INC | 2.0M | $98.7M | 19.8% |
| 2 | BTSGBRIGHTSPRING HEALTH SVCS INC | 977,000 | $68.1M | 13.7% |
| 3 | NATLNCR ATLEOS CORPORATION | 1.6M | $67.8M | 13.6% |
| 4 | DAKTDAKTRONICS INC | 2.9M | $56.5M | 11.4% |
| 5 | BCOBRINKS CO | 324,285 | $30.6M | 6.2% |
| 6 | CARGCARGURUS INC | 843,546 | $28.8M | 5.8% |
| 7 | WLDNWILLDAN GROUP INC | 359,806 | $28.5M | 5.7% |
| 8 | HNGEHINGE HEALTH INC | 272,100 | $22.6M | 4.5% |
| 9 | WAYWAYSTAR HLDG CORP | 1.0M | $21.3M | 4.3% |
| 10 | VMIVALMONT INDS INC | 36,480 | $21.1M | 4.2% |
| 11 | WEXWEX INC | 91,000 | $12.8M | 2.6% |
| 12 | PODDINSULET CORP | 82,600 | $12.6M | 2.5% |
| 13 | VVVVALVOLINE INC | 299,971 | $11.9M | 2.4% |
| 14 | PLOWDOUGLAS DYNAMICS INC | 192,342 | $10.4M | 2.1% |
| 15 | IDTIDT CORP | 97,010 | $5.6M | 1.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.