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-Class A and trimmed NCR Atleos Corp. Their largest long position is Xpel Inc at 23% of the equity book. Cloning the disclosed picks since 2022 would be +63% (+11.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1858353/holdings"
Use Arkolith to show ALTA FOX CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +78.5%, a 15.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Alta Fox Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
100% 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
Other tracked managers holding the same core names as Alta Fox Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 16 / 9 | $687.8B |
| BlackRock, Inc. | 16 / 9 | $477.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | 16 / 9 | $396.2B |
| STATE STREET CORP | 16 / 9 | $248.8B |
| FMR LLC | 16 / 9 | $214.5B |
| GEODE CAPITAL MANAGEMENT, LLC | 16 / 9 | $151.2B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16 / 9 | $114.5B |
| JPMORGAN CHASE & CO | 16 / 9 | $107.6B |
Ranked by how many of Alta Fox Capital Management, LLC's top 9 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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.