Alta Fox Capital Management
Alta Fox Capital Management reported 15 stocks worth $497M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are XPEL (19.9%), BTSG (13.7%) and NATL (13.6%). Compared with Q1 2026, the fund opened new positions in WLDN, HNGE and WAY, added to XPEL and BCO, trimmed BTSG, DAKT and CARG and sold out of TOST and TRS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XPEL Xpel Inc | $98.7M | 19.9% | 2M | +66K (+3%) | 4 of 8 | |
| 2 |  BTSG Brightspring Health Svcs Inc | $68.1M | 13.7% | 977K | −446K (−31%) | 4 of 8 | |
| 3 |  NATL Ncr Atleos Corporation | $67.8M | 13.6% | 1.6M | No change | 5 of 8 | |
| 4 |  DAKT Daktronics Inc | $56.5M | 11.4% | 2.9M | −485K (−14%) | 8 of 8 | |
| 5 |  BCO Brinks Co | $30.6M | 6.2% | 324K | +213K (+190%) | 2 of 8 | |
| 6 |  CARG Cargurus Inc | $28.8M | 5.8% | 844K | −744K (−47%) | 4 of 8 | |
| 7 |  WLDN Willdan Group Inc | $28.5M | 5.7% | 360K | New position | 1 of 8 | |
| 8 |  HNGE Hinge Health Inc | $22.6M | 4.5% | 272K | New position | 1 of 8 | |
| 9 |  WAY Waystar Hldg Corp | $21.3M | 4.3% | 1M | New position | 1 of 8 | |
| 10 |  VMI Valmont Inds Inc | $21.1M | 4.2% | 36K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Alta Fox Capital Management 13F FAQ
What does Alta Fox Capital Management own?
Alta Fox Capital Management reported 15 stocks worth $497M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are XPEL (19.9%), BTSG (13.7%) and NATL (13.6%). The table above lists every position in the filing (the top 10 without an account).
What did Alta Fox Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 2 added to, 3 trimmed and 2 sold out. New positions include WLDN, HNGE and WAY. It sold all of TOST and TRS.
When will Alta Fox Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Alta Fox Capital Management's portfolio worth?
The Q2 2026 filing reports $497M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.