Alta Fox Capital Management, LLC holds a concentrated book of 9 stocks worth $377.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened TOAST INC and trimmed NCR ATLEOS CORPORATION. Their largest long position is XPEL INC at 23% of the equity book.
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Use Arkolith to show ALTA FOX CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Xpel Inc COM | $85.2M | 1.92M | 22.5% | ▲+33% Added · +482K sh | |
| 2 | NCR Atleos Corporation COM SHS | $68.0M | 1.56M | 18.0% | ▼−20% Reduced · −390K sh | |
| 3 | Daktronics Inc COM | $65.9M | 3.37M | 17.4% | ▼−9.7% Reduced · −362K sh | |
| 4 | Brightspring Health Svcs Inc COM | $60.7M | 1.42M | 16.1% | ▲+15% Added · +186K sh | |
| 5 | Cargurus Inc COM CL A | $54.0M | 1.59M | 14.3% | ▲+25% Added · +314K sh | |
| 6 | Toast Inc CL A | $19.6M | 740.3K | 5.2% | ▲New New position | |
| 7 | Brinks Co COM | $11.6M | 111.7K | 3.1% | ▲New New position | |
| 8 | Trimas Corp COM NEW | $8.0M | 223.4K | 2.1% | ▼−60% Reduced · −340K sh | |
| 9 | Idt Corp CL B NEW | $4.8M | 97.0K | 1.3% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 9 | $377.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 13 | $464.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 19 | $448.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 19 | $367.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 15 | $252.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 13 | $280.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 14 | $195.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 13 | $157.5M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 12 | $130.8M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 15 | $156.4M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 16 | $91.3M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 16 | $121.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 10 | $105.8M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 15 | $134.9M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 16 | $331.4M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 16, 2022 | 16 | $476.0M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 13 | $409.4M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Oct 14, 2022 | 14 | $195.9M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.