§ 13F · FUND PROFILE
ALTA FOX CAPITAL MANAGEMENT, LLC.
AUM · $497M (13F)Positions · 15Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$141M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XPEL | XPEL INC | 1.99M | $99M | 19.8% | +3% |
| 2 | BTSG | BRIGHTSPRING HEALTH SVCS INC | 977K | $68M | 13.7% | −31% |
| 3 | NATL | NCR ATLEOS CORPORATION | 1.56M | $68M | 13.6% | ±0% |
| 4 | DAKT | DAKTRONICS INC | 2.89M | $56M | 11.4% | −14% |
| 5 | BCO | BRINKS CO | 324K | $31M | 6.2% | +190% |
| 6 | CARG | CARGURUS INC | 844K | $29M | 5.8% | −47% |
| 7 | WLDN | WILLDAN GROUP INC | 360K | $28M | 5.7% | NEW |
| 8 | HNGE | HINGE HEALTH INC | 272K | $23M | 4.5% | NEW |
| 9 | WAY | WAYSTAR HLDG CORP | 1.04M | $21M | 4.3% | NEW |
| 10 | VMI | VALMONT INDS INC | 36K | $21M | 4.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTA SIGNAL
AC read
ALTA FOX CAPITAL MANAGEMENT, LLC is a Other fund managing $497 million in assets. The fund runs a focused portfolio of just 15 positions.
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