ALTA FOX CAPITAL MANAGEMENT, LLC

CIK 0001858353 · FORT WORTH, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

ALTA FOX CAPITAL MANAGEMENT, LLC reported 15 positions worth $497.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: XPEL (19.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$497.2M
2026 Q2
Positions
15
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
89.3%
Est. Net Flow (Q)
2026 Q2
10 / 15 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1XPELXPEL INCSH$98.7M19.85%1,989,758
2BTSGBRIGHTSPRING HEALTH SVCS INCSH$68.1M13.70%977,000
3NATLNCR ATLEOS CORPORATIONSH$67.8M13.63%1,560,889
4DAKTDAKTRONICS INCSH$56.5M11.36%2,886,799
5BCOBRINKS COSH$30.6M6.16%324,285
6CARGCARGURUS INCSH$28.8M5.78%843,546
7WLDNWILLDAN GROUP INCSH$28.5M5.72%359,806
8HNGEHINGE HEALTH INCSH$22.6M4.54%272,100
9WAYWAYSTAR HLDG CORPSH$21.3M4.29%1,039,000
10VMIVALMONT INDS INCSH$21.1M4.24%36,480

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ALTA FOX CAPITAL MANAGEMENT, LLC hold as of Q2 2026?

ALTA FOX CAPITAL MANAGEMENT, LLC reported 15 positions worth $497.2M in its Q2 2026 13F filing. Largest positions: XPEL (19.8%), BTSG (13.7%), NATL (13.6%), DAKT (11.4%) and BCO (6.2%).

What did ALTA FOX CAPITAL MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ALTA FOX CAPITAL MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.