account_balance
Investment manager · 13F filer · SEC CIK 1858353
Alta Fox Capital Management, LLC
Reported value$497Mas of Jun 30, 2026
Positions15 8 new, 2 sold out
Top 10 weight89.3%XPEL alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
XPELXpel Inc
19.8%Added +3%
BTSGBrightspring Health SVCS Inc
13.7%Trimmed −31%
NATLNCR Atleos Corporation
13.6%
DAKTDaktronics Inc
11.4%Trimmed −14%
BCOBrinks Co
6.2%Added +190%
CARGCargurus Inc
5.8%Trimmed −47%
WLDNWilldan Group Inc
5.7%New
HNGEHinge Health Inc
4.5%New
WAYWaystar HLDG Corp
4.3%New
VMIValmont Inds Inc
4.2%New
WEXWex Inc
2.6%New
PODDInsulet Corp
2.5%New
XPELXpel Inc
19.8%Added +3%
BTSGBrightspring Health SVCS Inc
13.7%Trimmed −31%
NATLNCR Atleos Corporation
13.6%
DAKTDaktronics Inc
11.4%Trimmed −14%
BCO6.2%CARG5.8%WLDN5.7%HNGE4.5%WAY4.3%VMI4.2%WEX2.6%PODD2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XPEL Xpel Inc 19.8% Added +3%BTSG Brightspring Health SVCS Inc 13.7% Trimmed −31%NATL NCR Atleos Corporation 13.6% HeldDAKT Daktronics Inc 11.4% Trimmed −14%BCO Brinks Co 6.2% Added +190%CARG Cargurus Inc 5.8% Trimmed −47%WLDN Willdan Group Inc 5.7% NewHNGE Hinge Health Inc 4.5% NewWAY Waystar HLDG Corp 4.3% NewVMI Valmont Inds Inc 4.2% NewWEX Wex Inc 2.6% NewPODD Insulet Corp 2.5% New
What changed