Alta Fox Capital Management, LLC Top Holdings and 13F Report (2026) About Alta Fox Capital Management, LLCInvestment ActivityAlta Fox Capital Management, LLC has $497.19 million in total holdings as of June 30, 2026.Alta Fox Capital Management, LLC owns shares of 15 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 33.07% of the portfolio was purchased this quarter.About 18.83% of the portfolio was sold this quarter.This quarter, Alta Fox Capital Management, LLC has purchased 9 new stocks and bought additional shares in 2 stocks.Alta Fox Capital Management, LLC sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings XPEL $98,691,997BRIGHTSPRING HEALTH SVCS INC $68,135,980NCR ATLEOS CORPORATION $67,758,191Daktronics $56,465,788Brink's $30,641,690 Largest New Holdings this Quarter 96924N100 - Willdan Group $28,460,655 Holding433313103 - HINGE HEALTH INC $22,584,300 Holding946784105 - WAYSTAR HLDG CORP $21,330,670 Holding920253101 - Valmont Industries $21,070,848 Holding96208T104 - WEX $12,839,190 Holding Largest Purchases this Quarter Willdan Group 359,806 shares (about $28.46M)HINGE HEALTH INC 272,100 shares (about $22.58M)WAYSTAR HLDG CORP 1,039,000 shares (about $21.33M)Valmont Industries 36,480 shares (about $21.07M)Brink's 212,585 shares (about $20.09M) Largest Sales this Quarter BRIGHTSPRING HEALTH SVCS INC 446,400 shares (about $31.13M)CarGurus 743,800 shares (about $25.36M)Daktronics 484,600 shares (about $9.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlta Fox Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXPELXPEL$98,691,997$3,248,800 â–²3.4%1,989,75819.8%Consumer DiscretionaryBRIGHTSPRING HEALTH SVCS INC$68,135,980$31,131,936 â–¼-31.4%977,00013.7%COMNCR ATLEOS CORPORATION$67,758,1910.0%1,560,88913.6%COM SHSDAKTDaktronics$56,465,788$9,478,776 â–¼-14.4%2,886,79911.4%TechnologyBCOBrink's$30,641,690$20,087,157 â–²190.3%324,2856.2%IndustrialsCARGCarGurus$28,756,483$25,356,142 â–¼-46.9%843,5465.8%Communication ServicesWLDNWilldan Group$28,460,655$28,460,655 â–²New Holding359,8065.7%IndustrialsHINGE HEALTH INC$22,584,300$22,584,300 â–²New Holding272,1004.5%CL AWAYSTAR HLDG CORP$21,330,670$21,330,670 â–²New Holding1,039,0004.3%COMVMIValmont Industries$21,070,848$21,070,848 â–²New Holding36,4804.2%IndustrialsWEXWEX$12,839,190$12,839,190 â–²New Holding91,0002.6%FinancePODDInsulet$12,575,850$12,575,850 â–²New Holding82,6002.5%HealthcareVVVValvoline$11,860,853$11,860,853 â–²New Holding299,9712.4%Consumer DiscretionaryPLOWDouglas Dynamics$10,376,851$10,376,851 â–²New Holding192,3422.1%IndustrialsIDTIDT$5,642,1020.0%97,0101.1%Communication ServicesTOSTToast$0$19,625,353 â–¼-100.0%00.0%FinanceTRSTriMas$0$8,030,721 â–¼-100.0%00.0%MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
