Alta Fox Capital Management, LLC holds a concentrated book of 15 reported positions worth $497.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Willdan Group Inc and trimmed Brightspring Health Services. Their largest long position is Xpel Inc at 20% of the reported non-option book. Cloning the disclosed picks since 2022 would be +73% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.5 points over this window.
Growth of $10,000 cloning Alta Fox Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Alta Fox Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Vitruvian Partners LLP | 2 / 15 | $54.0M |
| Breach Inlet Capital Management, LLC | 2 / 15 | $54.6M |
| Engine Capital Management, LP | 2 / 15 | $183.5M |
| Ararat Capital Management LP | 2 / 15 | $28.4M |
| Sunriver Management LLC | 2 / 15 | $46.1M |
| Kestrel Investment Management Corp | 2 / 15 | $12.0M |
| Braidwell LP | 2 / 15 | $152.0M |
| Gagnon Securities LLC | 2 / 15 | $27.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Alta Fox Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Xpel Inc COM | $98.7M | 1.99M | 19.8% | ▲+3.4% Added · +66K sh | |
| 2 | Brightspring Health Svcs Inc COM | $68.1M | 977.0K | 13.7% | ▼−31% Reduced · −446K sh | |
| 3 | NCR Atleos Corporation COM SHS | $67.8M | 1.56M | 13.6% | —Held | |
| 4 | Daktronics Inc COM | $56.5M | 2.89M | 11.4% | ▼−14% Reduced · −485K sh | |
| 5 | Brinks Co COM | $30.6M | 324.3K | 6.2% | ▲+190% Added · +213K sh | |
| 6 | Cargurus Inc COM CL A | $28.8M | 843.5K | 5.8% | ▼−47% Reduced · −744K sh | |
| 7 | Willdan Group Inc COM | $28.5M | 359.8K | 5.7% | ▲New New position | |
| 8 | Hinge Health Inc CL A | $22.6M | 272.1K | 4.5% | ▲New New position | |
| 9 | Waystar Hldg Corp COM | $21.3M | 1.04M | 4.3% | ▲New New position | |
| 10 | Valmont Inds Inc COM | $21.1M | 36.5K | 4.2% | ▲New New position | |
| 11 | Wex Inc COM | $12.8M | 91.0K | 2.6% | ▲New New position | |
| 12 | Insulet Corp COM | $12.6M | 82.6K | 2.5% | ▲New New position | |
| 13 | Valvoline Inc COM | $11.9M | 300.0K | 2.4% | ▲New New position | |
| 14 | Douglas Dynamics Inc COM | $10.4M | 192.3K | 2.1% | ▲New New position | |
| 15 | Idt Corp CL B NEW | $5.6M | 97.0K | 1.1% | —Held |
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.
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Use Arkolith to show ALTA FOX CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 15 | $497.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 9 | $377.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 13 | $464.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 19 | $448.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 19 | $367.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 15 | $252.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 13 | $280.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 14 | $195.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 13 | $157.5M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 12 | $130.8M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 15 | $156.4M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 16 | $91.3M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 16 | $121.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 10 | $105.8M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 15 | $134.9M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 16 | $331.4M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 16, 2022 | 47d | 16 | $476.0M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 46d | 13 | $409.4M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Oct 14, 2022 | 287d | 14 | $195.9M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.