ALTA FOX CAPITAL MANAGEMENT, LLC
CIK: 1858353
Holdings (15)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- XPEL
XPEL INC
$98.69M
1.99M sh19.85%+3.4% - BTSG
BRIGHTSPRING HEALTH SVCS INC
$68.14M
977,000 sh13.70%-31.4% - NATL
NCR ATLEOS CORPORATION
$67.76M
1.56M sh13.63%+0.0% - DAKT
DAKTRONICS INC
$56.47M
2.89M sh11.36%-14.4% - BCO
BRINKS CO
$30.64M
324,285 sh6.16%+190.3% - CARG
CARGURUS INC
$28.76M
843,546 sh5.78%-46.9% - WLDN
WILLDAN GROUP INC
$28.46M
359,806 sh5.72%New - HNGE
HINGE HEALTH INC
$22.58M
272,100 sh4.54%New - WAY
WAYSTAR HLDG CORP
$21.33M
1.04M sh4.29%New - VMI
VALMONT INDS INC
$21.07M
36,480 sh4.24%New - WEX
WEX INC
$12.84M
91,000 sh2.58%New - PODD
INSULET CORP
$12.58M
82,600 sh2.53%New - VVV
VALVOLINE INC
$11.86M
299,971 sh2.39%New - PLOW
DOUGLAS DYNAMICS INC
$10.38M
192,342 sh2.09%New - IDT
IDT CORP
$5.64M
97,010 sh1.13%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 XPEL XPEL INC | 1.99M | $98.69M | +3.4% | 19.85% | Q2 2026 |
 BTSG BRIGHTSPRING HEALTH SVCS INC | 977,000 | $68.14M | -31.4% | 13.70% | Q2 2026 |
 NATL NCR ATLEOS CORPORATION | 1.56M | $67.76M | +0.0% | 13.63% | Q2 2026 |
 DAKT DAKTRONICS INC | 2.89M | $56.47M | -14.4% | 11.36% | Q2 2026 |
 BCO BRINKS CO | 324,285 | $30.64M | +190.3% | 6.16% | Q2 2026 |
 CARG CARGURUS INC | 843,546 | $28.76M | -46.9% | 5.78% | Q2 2026 |
 WLDN WILLDAN GROUP INC | 359,806 | $28.46M | New | 5.72% | Q2 2026 |
 HNGE HINGE HEALTH INC | 272,100 | $22.58M | New | 4.54% | Q2 2026 |
 WAY WAYSTAR HLDG CORP | 1.04M | $21.33M | New | 4.29% | Q2 2026 |
 VMI VALMONT INDS INC | 36,480 | $21.07M | New | 4.24% | Q2 2026 |
 WEX WEX INC | 91,000 | $12.84M | New | 2.58% | Q2 2026 |
 PODD INSULET CORP | 82,600 | $12.58M | New | 2.53% | Q2 2026 |
 VVV VALVOLINE INC | 299,971 | $11.86M | New | 2.39% | Q2 2026 |
 PLOW DOUGLAS DYNAMICS INC | 192,342 | $10.38M | New | 2.09% | Q2 2026 |
 IDT IDT CORP | 97,010 | $5.64M | +0.0% | 1.13% | Q2 2026 |
1-15 of 15 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About ALTA FOX CAPITAL MANAGEMENT, LLC
ALTA FOX CAPITAL MANAGEMENT, LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1858353). Signal8 holds 20 13F filings from it. Its SEC filings list Texas as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 15 securities, not counting options, up from 9 in Q1 2026.
Its five largest reported positions, in order, are XPEL INC (XPEL), BRIGHTSPRING HEALTH SVCS INC (BTSG), NCR ATLEOS CORPORATION (NATL), DAKTRONICS INC (DAKT) and BRINKS CO (BCO). The next five are CARGURUS INC (CARG), WILLDAN GROUP INC (WLDN), HINGE HEALTH INC (HNGE), WAYSTAR HLDG CORP (WAY) and VALMONT INDS INC (VMI).
Recent 13F filings by ALTA FOX CAPITAL MANAGEMENT, LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 15 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 9 securities.
- Q4 2025: 13F-HR filed Feb 13, 2026, listing 13 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 19 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 19 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 15 securities.