Canonical: https://ownershiptrace.com/13f/investors/113

# 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.](https://ownershiptrace.com/13f/companies/4225) | 2026-06-30 | 98691997.00 USD | 19.85% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [BrightSpring Health Services, Inc.](https://ownershiptrace.com/13f/companies/5276) | 2026-06-30 | 68135980.00 USD | 13.70% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [NCR Atleos Corp](https://ownershiptrace.com/13f/companies/2551) | 2026-06-30 | 67758191.00 USD | 13.63% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [DAKTRONICS INC /SD/](https://ownershiptrace.com/13f/companies/2465) | 2026-06-30 | 56465788.00 USD | 11.36% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [BRINKS CO](https://ownershiptrace.com/13f/companies/922) | 2026-06-30 | 30641690.00 USD | 6.16% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [CarGurus, Inc.](https://ownershiptrace.com/13f/companies/598) | 2026-06-30 | 28756483.00 USD | 5.78% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [Willdan Group, Inc.](https://ownershiptrace.com/13f/companies/5843) | 2026-06-30 | 28460655.00 USD | 5.72% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [Hinge Health, Inc.](https://ownershiptrace.com/13f/companies/2673) | 2026-06-30 | 22584300.00 USD | 4.54% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [Waystar Holding Corp.](https://ownershiptrace.com/13f/companies/1429) | 2026-06-30 | 21330670.00 USD | 4.29% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [VALMONT INDUSTRIES INC](https://ownershiptrace.com/13f/companies/1410) | 2026-06-30 | 21070848.00 USD | 4.24% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [WEX Inc.](https://ownershiptrace.com/13f/companies/1619) | 2026-06-30 | 12839190.00 USD | 2.58% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [INSULET CORP](https://ownershiptrace.com/13f/companies/1129) | 2026-06-30 | 12575850.00 USD | 2.53% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [VALVOLINE INC](https://ownershiptrace.com/13f/companies/821) | 2026-06-30 | 11860853.00 USD | 2.39% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [DOUGLAS DYNAMICS, INC](https://ownershiptrace.com/13f/companies/2342) | 2026-06-30 | 10376851.00 USD | 2.09% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [IDT CORP](https://ownershiptrace.com/13f/companies/3134) | 2026-06-30 | 5642102.00 USD | 1.13% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| [Toast, Inc.](https://ownershiptrace.com/13f/companies/244) | 2026-03-31 | — | — | exited | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000003-index.html) |
| [TRIMAS CORP](https://ownershiptrace.com/13f/companies/2307) | 2026-03-31 | — | — | exited | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000003-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000004-index.html) |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000003-index.html) |
| 2025-12-31 | 2026-02-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-26-000002-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-25-000008-index.html) |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-25-000007-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-25-000004-index.html) |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-25-000002-index.html) |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-24-000007-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-24-000005-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-24-000003-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-24-000002-index.html) |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-23-000007-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-23-000005-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-23-000004-index.html) |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-23-000002-index.html) |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-22-000009-index.html) |
| 2022-06-30 | 2022-08-16 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-22-000006-index.html) |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1858353/0001858353-22-000003-index.html) |

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.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

[How to read the data](https://ownershiptrace.com/docs#reading-the-data) · [Disclaimer](https://ownershiptrace.com/disclaimer)