What does ALTA FOX CAPITAL MANAGEMENT, LLC hold?

ALTA FOX CAPITAL MANAGEMENT, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include XPEL, BTSG, NATL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1858353.

What is ALTA FOX CAPITAL MANAGEMENT, LLC's AUM?

ALTA FOX CAPITAL MANAGEMENT, LLC reported approximately $497.2M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $821.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source ALTA FOX CAPITAL MANAGEMENT, LLC's holdings?

All ALTA FOX CAPITAL MANAGEMENT, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1858353. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is ALTA FOX CAPITAL MANAGEMENT, LLC's 13F data updated on 13F Pro?

ALTA FOX CAPITAL MANAGEMENT, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

ALTA FOX CAPITAL MANAGEMENT, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1858353

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13F Reported Value

ⓘ

$497.2M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

ALTA FOX CAPITAL MANAGEMENT, LLC disclosed 15 positions worth $497.2M in its Form 13F-HR for Q2 2026, led by $XPEL (XPEL, Inc.) at 19.9% of the equity portfolio, followed by $BTSG and $NATL. During the quarter the fund opened 8 new positions and exited 2 — including a new stake in $WLDN and a full exit from $TOST. The portfolio is most concentrated in Industrials (34.9% of disclosed assets). All figures are sourced directly from ALTA FOX CAPITAL MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1858353.

AI Fund Analysis

Diversifying

3 quarters accumulating

Sector Allocation

IndustrialsTechnologyHealthcareConsumer DiscretionaryEnergyCommunication Services

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

XPEL, Inc.
$XPEL
55.7#1,232
Quality
$98.7M1,989,758 sh
BrightSpring Health Services, Inc.
$BTSG
63.3#641
Quality
$68.1M977,000 sh
NCR Atleos Corp
$NATL
51.5#1,524
Quality
$67.8M1,560,889 sh
DAKTRONICS INC /SD/
$DAKT
50.6
Quality
$56.5M2,886,799 sh
BRINKS CO
$BCO
56.7
Quality
$30.6M324,285 sh
CarGurus, Inc.
$CARG
63.2
Quality
$28.8M843,546 sh
Willdan Group, Inc.
$WLDN
63.7
Quality
$28.5M359,806 sh
Hinge Health, Inc.
$HNGE
74.9
Quality
$22.6M272,100 sh
Waystar Holding Corp.
$WAY
65.5
Quality
$21.3M1,039,000 sh
VALMONT INDUSTRIES INC
$VMI
60.7
Quality
$21.1M36,480 sh

Company	Quality	Value	Shares
XPEL, Inc.$XPEL	55.7#1,232	$98.7M	1,989,758
BrightSpring Health Services, Inc.$BTSG	63.3#641	$68.1M	977,000
NCR Atleos Corp$NATL	51.5#1,524	$67.8M	1,560,889
DAKTRONICS INC /SD/$DAKT	50.6	$56.5M	2,886,799
BRINKS CO$BCO	56.7	$30.6M	324,285
CarGurus, Inc.$CARG	63.2	$28.8M	843,546
Willdan Group, Inc.$WLDN	63.7	$28.5M	359,806
Hinge Health, Inc.$HNGE	74.9	$22.6M	272,100
Waystar Holding Corp.$WAY	65.5	$21.3M	1,039,000
VALMONT INDUSTRIES INC$VMI	60.7	$21.1M	36,480

Unlock AI quality scores for every holding

32-signal composite ranking on each of ALTA FOX CAPITAL MANAGEMENT, LLC's 15 positions.

Showing top 10 of 15 holdings.

Sector Allocation

Industrials

$173.6M

Technology

$168.9M

Healthcare

$80.7M

Consumer Discretionary

$56.5M

Energy

$11.9M

Communication Services

$5.6M

Full Holdings — ALTA FOX CAPITAL MANAGEMENT, LLC (Q2 2026)

All 15 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$XPEL	XPEL, Inc.	$98.7M	19.9%	+3%	55.7
2	$BTSG	BrightSpring Health Services, Inc.	$68.1M	13.7%	-31%	63.3
3	$NATL	NCR Atleos Corp	$67.8M	13.6%	+0%	51.5
4	$DAKT	DAKTRONICS INC /SD/	$56.5M	11.4%	-14%	50.6
5	$BCO	BRINKS CO	$30.6M	6.2%	+190%	56.7
6	$CARG	CarGurus, Inc.	$28.8M	5.8%	-47%	63.2
7	$WLDN	Willdan Group, Inc.	$28.5M	5.7%	NEW	63.7
8	$HNGE	Hinge Health, Inc.	$22.6M	4.5%	NEW	74.9
9	$WAY	Waystar Holding Corp.	$21.3M	4.3%	NEW	65.5
10	$VMI	VALMONT INDUSTRIES INC	$21.1M	4.2%	NEW	60.7
11	$WEX	WEX Inc.	$12.8M	2.6%	NEW	48.9
12	$PODD	INSULET CORP	$12.6M	2.5%	NEW	71.3
13	$VVV	VALVOLINE INC	$11.9M	2.4%	NEW	54.8
14	$PLOW	DOUGLAS DYNAMICS, INC	$10.4M	2.1%	NEW	51.7
15	$IDT	IDT CORP	$5.6M	1.1%	+0%	54.4

New Positions (8)

$WLDN Willdan Group, Inc.$28.5M

$HNGE Hinge Health, Inc.$22.6M

$WAY Waystar Holding Corp.$21.3M

$VMI VALMONT INDUSTRIES INC$21.1M

$WEX WEX Inc.$12.8M

$PODD INSULET CORP$12.6M

$VVV VALVOLINE INC$11.9M

$PLOW DOUGLAS DYNAMICS, INC$10.4M

Exited Positions (2)

$TOST Toast, Inc.

$TRS TRIMAS CORP

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AI-Powered Hedge Fund Analysis: ALTA FOX CAPITAL MANAGEMENT, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For ALTA FOX CAPITAL MANAGEMENT, LLC (SEC CIK: 1858353), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in ALTA FOX CAPITAL MANAGEMENT, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.