Institutional Fund
Alta Fox Capital Management, LLC
Fort Worth, TXCIK 18583535 filings on record
Portfolio Value
$377.80M
Q1 2026
Holdings
9
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-18.7%
from $464.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Xpel Inc22.5%
- Ncr Atleos Corporation18.0%
- Daktronics Inc17.4%
- Brightspring Health Svcs Inc16.1%
- Cargurus Inc14.3%
- Toast Inc5.2%
- Other6.5%
Portfolio Holdings
9 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Xpel Inc | 1.92M | $85.17M | 22.5% | +481.6K | Added |
| 2 | Ncr Atleos Corporation | 1.56M | $68.02M | 18.0% | −390.0K | Reduced |
| 3 | Daktronics Inc | 3.37M | $65.91M | 17.4% | −361.8K | Reduced |
| 4 | Brightspring Health Svcs Inc | 1.42M | $60.65M | 16.1% | +185.9K | Added |
| 5 | Cargurus Inc | 1.59M | $54.05M | 14.3% | +313.8K | Added |
| 6 | Toast Inc | 740.3K | $19.63M | 5.2% | +740.3K | New |
| 7 | Brinks Co | 111.7K | $11.58M | 3.1% | +111.7K | New |
| 8 | Trimas Corp | 223.4K | $8.03M | 2.1% | −339.9K | Reduced |
| 9 | Idt Corp | 97.0K | $4.76M | 1.3% | +97.0K | New |