Holders — by stockHoldings — by fund
Alpine Fox Capital 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 0002096493
$211.2M
disclosed book value
19
positions
39.1%
largest position share
Positions, as of 2026-06-30
top 20 of 19 · 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 | CIFRCipher Digital Inc. | 3.4M | $82.6M | 39.1% |
| 2 | IBITishares Bitcoin Trust ETFCALL | 1.1M | $37.3M | 17.7% |
| 3 | IREN Limited | 750,461 | $34.3M | 16.2% |
| 4 | OPENOpendoor Technologies Inc. | 4.7M | $21.9M | 10.4% |
| 5 | NVONovo-Nordisk A/S | 201,000 | $9.6M | 4.6% |
| 6 | BKKTBakkt, Inc | 905,000 | $7.1M | 3.3% |
| 7 | ETHAiShares Ethereum Trust ETF | 560,000 | $6.7M | 3.2% |
| 8 | ASSTStrive, Inc. | 560,000 | $6.1M | 2.9% |
| 9 | BMNRBitMine Immersion Technologies, Inc. | 100,000 | $1.3M | 0.6% |
| 10 | SLNHSoluna Holdings Inc. | 750,882 | $1.0M | 0.5% |
| 11 | CIFRCipher Digital Inc.CALL | 40,000 | $980,000 | 0.5% |
| 12 | NXHBed Bath & Beyond, Inc. | 100,000 | $579,000 | 0.3% |
| 13 | WYNNWynn Resorts, Limited | 5,000 | $485,450 | 0.2% |
| 14 | REGNRegeneron Pharmaceuticals, Inc. | 500 | $311,770 | 0.1% |
| 15 | CELHCelsius Holdings, Inc. | 10,000 | $292,800 | 0.1% |
| 16 | CPCanadian Pacific Kansas City Limited | 2,000 | $173,300 | 0.1% |
| 17 | STZConstellation Brands, Inc. | 1,000 | $139,090 | 0.1% |
| 18 | PEPPepsiCo, Inc. | 1,000 | $135,400 | 0.1% |
| 19 | TGTTarget Corporation | 1,000 | $130,610 | 0.1% |
| 20 | ENHAEnhanced Group Inc | 36,000 | $103,320 | 0% |
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.