ALTA FOX CAPITAL MANAGEMENT, LLC
Holdings as of 2026-06-30, filed 2026-08-14
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 45 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
15
Value reported by manager
$497.2M
Sum of our stored positions
$497.2M
should match the line above
Disclosure lag
45 d
quarter end to filing
Top 5 concentration
64.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
15 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| XPEL INC | COM | $98.7M | 1,989,758 | — | 98379L100 |
| BRIGHTSPRING HEALTH SVCS INC | COM | $68.1M | 977,000 | — | 10950A106 |
| NCR ATLEOS CORPORATION | COM SHS | $67.8M | 1,560,889 | — | 63001N106 |
| DAKTRONICS INC | COM | $56.5M | 2,886,799 | — | 234264109 |
| BRINKS CO | COM | $30.6M | 324,285 | — | 109696104 |
| CARGURUS INC | COM CL A | $28.8M | 843,546 | — | 141788109 |
| WILLDAN GROUP INC | COM | $28.5M | 359,806 | — | 96924N100 |
| HINGE HEALTH INC | CL A | $22.6M | 272,100 | — | 433313103 |
| WAYSTAR HLDG CORP | COM | $21.3M | 1,039,000 | — | 946784105 |
| VALMONT INDS INC | COM | $21.1M | 36,480 | — | 920253101 |
| WEX INC | COM | $12.8M | 91,000 | — | 96208T104 |
| INSULET CORP | COM | $12.6M | 82,600 | — | 45784P101 |
| VALVOLINE INC | COM | $11.9M | 299,971 | — | 92047W101 |
| DOUGLAS DYNAMICS INC | COM | $10.4M | 192,342 | — | 25960R105 |
| IDT CORP | CL B NEW | $5.6M | 97,010 | — | 448947507 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-14