13F value (AUM)
$497.2M
Alta Fox
ALTA FOX CAPITAL MANAGEMENT LLC
$497.2M
13F long value · 2026-Q2Positions15
CategoryValue
Quarters tracked8
● #567 of 581 by 13F value
Size rank 1/10
8 NEW1 2×+2 TRIM1 EXIT
Snapshot
Alta Fox's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
15
Top 15 weight
99.9%
Quarters tracked
8
Latest 13F filed
Aug 14, 2026
New positions
8
Exits / near-exits
1
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 15 shown cover 99.9% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| XPEL | XPEL INC | 19.8% | $98.7M | 2.0M | -6.3% |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 13.7% | $68.1M | 977.0K | -30.4% |
| NATL | NCR ATLEOS CORPORATION | 13.6% | $67.8M | 1.6M | +1.0% |
| DAKT | DAKTRONICS INC | 11.4% | $56.5M | 2.9M | +0.6% |
| BCO | BRINKS CO | 6.2% | $30.6M | 324.3K | +13.0% |
| CARG | CARGURUS INC | 5.8% | $28.8M | 843.5K | +10.7% |
| WLDN | WILLDAN GROUP INC | 5.7% | $28.5M | 359.8K | -15.4% |
| HNGE | HINGE HEALTH INC | 4.5% | $22.6M | 272.1K | -45.7% |
| WAY | WAYSTAR HLDG CORP | 4.3% | $21.3M | 1.0M | +25.2% |
| VMI | VALMONT INDS INC | 4.2% | $21.1M | 36.5K | -13.8% |
| WEX | WEX INC | 2.6% | $12.8M | 91.0K | +5.7% |
| PODD | INSULET CORP | 2.5% | $12.6M | 82.6K | +23.7% |
| VVV | VALVOLINE INC | 2.4% | $11.9M | 300.0K | -16.6% |
| PLOW | DOUGLAS DYNAMICS INC | 2.1% | $10.4M | 192.3K | -16.1% |
| IDT | IDT CORP | 1.1% | $5.6M | 97.0K | -9.8% |
Quarterly changes — 2026-Q2
What Alta Fox opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEW | WLDN | WILLDAN GROUP INC | — | 359.8K | — | +$28.5M |
| TRIM | CARG | CARGURUS INC | 1.6M | 843.5K | -46.9% | -$25.3M |
| NEW | HNGE | HINGE HEALTH INC | — | 272.1K | — | +$22.6M |
| NEW | WAY | WAYSTAR HLDG CORP | — | 1.0M | — | +$21.3M |
| NEW | VMI | VALMONT INDS INC | — | 36.5K | — | +$21.1M |
| EXIT | TOST | TOAST INC | 740.3K | 0 | -100.0% | -$19.6M |
| 2×+ | BCO | BRINKS CO | 111.7K | 324.3K | +190.3% | +$19.1M |
| NEW | WEX | WEX INC | — | 91.0K | — | +$12.8M |
| NEW | PODD | INSULET CORP | — | 82.6K | — | +$12.6M |
| NEW | VVV | VALVOLINE INC | — | 300.0K | — | +$11.9M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.