Alta Fox Capital portfolio — 13F holdings Q2 2026
Alta Fox Capital (Connor Haley) reported 15 long positions worth $497.2 million as of 2026-06-30. Top holdings: XPEL, Inc., BrightSpring Health Services, Inc., NCR Atleos Corp, DAKTRONICS INC /SD/, BRINKS CO. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| XPEL, Inc. | 2026-06-30 | 98691997.00 USD | 19.85% | add | Original filing |
| BrightSpring Health Services, Inc. | 2026-06-30 | 68135980.00 USD | 13.70% | reduce | Original filing |
| NCR Atleos Corp | 2026-06-30 | 67758191.00 USD | 13.63% | hold | Original filing |
| DAKTRONICS INC /SD/ | 2026-06-30 | 56465788.00 USD | 11.36% | reduce | Original filing |
| BRINKS CO | 2026-06-30 | 30641690.00 USD | 6.16% | add | Original filing |
| CarGurus, Inc. | 2026-06-30 | 28756483.00 USD | 5.78% | reduce | Original filing |
| Willdan Group, Inc. | 2026-06-30 | 28460655.00 USD | 5.72% | buy | Original filing |
| Hinge Health, Inc. | 2026-06-30 | 22584300.00 USD | 4.54% | buy | Original filing |
| Waystar Holding Corp. | 2026-06-30 | 21330670.00 USD | 4.29% | buy | Original filing |
| VALMONT INDUSTRIES INC | 2026-06-30 | 21070848.00 USD | 4.24% | buy | Original filing |
| WEX Inc. | 2026-06-30 | 12839190.00 USD | 2.58% | buy | Original filing |
| INSULET CORP | 2026-06-30 | 12575850.00 USD | 2.53% | buy | Original filing |
| VALVOLINE INC | 2026-06-30 | 11860853.00 USD | 2.39% | buy | Original filing |
| DOUGLAS DYNAMICS, INC | 2026-06-30 | 10376851.00 USD | 2.09% | buy | Original filing |
| IDT CORP | 2026-06-30 | 5642102.00 USD | 1.13% | hold | Original filing |
| Toast, Inc. | 2026-03-31 | — | — | exited | Original filing |
| TRIMAS CORP | 2026-03-31 | — | — | exited | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-13 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-16 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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