ALTA FOX CAPITAL MANAGEMENT, LLC
CIK 1858353 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- XPEL19.85%
- BTSG13.70%
- NATL13.63%
- DAKT11.36%
- BCO6.16%
- CARG5.78%
- WLDN5.72%
- HNGE4.54%
- WAY4.29%
- VMI4.24%
Share classes counted separately89.27%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CARGWeight decreased · -8.53 pp14.31% → 5.78%Shares -743.80K (-46.86%)
- DAKTWeight decreased · -6.09 pp17.45% → 11.36%Shares -484.60K (-14.37%)
- NATLWeight decreased · -4.38 pp18.01% → 13.63%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 15
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | XPELXPEL INC View history and evidence | $98.69M | 19.85% | 1.99M shares | 22.54% → 19.85%-2.69 pp +65.50K (+3.40%) | Added | ▾ |
| 02 | BTSGBRIGHTSPRING HEALTH SERVICES View history and evidence | $68.14M | 13.70% | 977.00K shares | 16.05% → 13.70%-2.35 pp -446.40K (-31.36%) | Reduced | ▾ |
| 03 | NATLNCR ATLEOS CORPCOM SHS View history and evidence | $67.76M | 13.63% | 1.56M shares | 18.01% → 13.63%-4.38 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | DAKTDAKTRONICS INC View history and evidence | $56.47M | 11.36% | 2.89M shares | 17.45% → 11.36%-6.09 pp -484.60K (-14.37%) | Reduced | ▾ |
| 05 | BCOBRINK'S CO/THE View history and evidence | $30.64M | 6.16% | 324.29K shares | 3.06% → 6.16%+3.10 pp +212.59K (+190.32%) | Added | ▾ |
| 06 | CARGCARGURUS INCCOM CL A View history and evidence | $28.76M | 5.78% | 843.55K shares | 14.31% → 5.78%-8.53 pp -743.80K (-46.86%) | Reduced | ▾ |
| 07 | WLDNWILLDAN GROUP INC View history and evidence | $28.46M | 5.72% | 359.81K shares | Prior unavailable +359.81K | New | ▾ |
| 08 | HNGEHINGE HEALTH INC-ACL A View history and evidence | $22.58M | 4.54% | 272.10K shares | Prior unavailable +272.10K | New | ▾ |
| 09 | WAYWAYSTAR HOLDING CORP View history and evidence | $21.33M | 4.29% | 1.04M shares | Prior unavailable +1.04M | New | ▾ |
| 10 | VMIVALMONT INDUSTRIES View history and evidence | $21.07M | 4.24% | 36.48K shares | Prior unavailable +36.48K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TOST TOAST INC-CLASS A | Non-derivative | -740,300 | -$19.63M | SEC filing ↗ | SEC filing ↗ |
| TRS TRIMAS CORP | Non-derivative | -223,448 | -$8.03M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1858353 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 497191448
}Take these holdings further.
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