Alpine Fox Capital LLC
13F filer · CIK 2096493 · Las Vegas, NV
Summary
Alpine Fox Capital LLC reported $211.24M across 20 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are CIFR (39.1%), IREN (16.2%), OPEN (10.4%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 5, trimmed 7 and sold out of 0.
Reported value$211.24M
Positions20incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions5
Added5
Trimmed7
Sold out0
Top 18 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 39.1%Value $82.61MPrice $16.51Shares 3.37M -10.37%Since Jun 30 -32.61%
Weight 16.2%Value $34.32MPrice $41.38Shares 750KSince Jun 30 -9.51%
Weight 10.4%Value $21.88MPrice $2.37Shares 4.74M +183.50%Since Jun 30 -48.70%
Weight 4.6%Value $9.64MPrice $38.31Shares 201K +21.82%Since Jun 30 -20.09%
Weight 3.3%Value $7.07MPrice $8.10Shares 905K +2162.50%Since Jun 30 +3.71%
Weight 3.2%Value $6.66MPrice $20.28Shares 560K +19.91%Since Jun 30 +70.56%
Weight 2.9%Value $6.11MPrice $29.31Shares 560K -7.63%Since Jun 30 +168.65%
Weight 0.6%Value $1.33MPrice $26.73Shares 100K +8.70%Since Jun 30 +100.83%
Weight 0.5%Value $1.01MPrice $1.17Shares 751KSince Jun 30 -13.33%
Weight 0.3%Value $579.0KPrice $2.99Shares 100KSince Jun 30 -48.36%
Weight 0.2%Value $485.4KPrice $78.23Shares 5,000Since Jun 30 -19.43%
Weight 0.1%Value $311.8KPrice $750.51Shares 500 -50.00%Since Jun 30 +20.36%
Weight 0.1%Value $292.8KPrice $27.71Shares 10KSince Jun 30 -5.36%
Weight 0.1%Value $173.3KPrice $86.51Shares 2,000 -60.00%Since Jun 30 -0.16%
Weight 0.1%Value $139.1KPrice $112.77Shares 1,000 -66.67%Since Jun 30 -18.92%
Weight 0.1%Value $135.4KPrice $128.69Shares 1,000 -80.00%Since Jun 30 -4.96%
Weight 0.1%Value $130.6KPrice $156.43Shares 1,000 -50.00%Since Jun 30 +19.77%
Weight 0.0%Value $103.3KPrice $1.48Shares 36KSince Jun 30 -48.43%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 39.1% | $82.61M | -32.61% | -10.37% | Trim | |
| 16.2% | $34.32M | -9.51% | — | Hold | |
| 10.4% | $21.88M | -48.70% | +183.50% | Add | |
| 4.6% | $9.64M | -20.09% | +21.82% | Add | |
| 3.3% | $7.07M | +3.71% | +2162.50% | Add | |
| 3.2% | $6.66M | +70.56% | +19.91% | Add | |
| 2.9% | $6.11M | +168.65% | -7.63% | Trim | |
| 0.6% | $1.33M | +100.83% | +8.70% | Add | |
| 0.5% | $1.01M | -13.33% | — | New | |
| 0.3% | $579.0K | -48.36% | — | New | |
| 0.2% | $485.4K | -19.43% | — | New | |
| 0.1% | $311.8K | +20.36% | -50.00% | Trim | |
| 0.1% | $292.8K | -5.36% | — | New | |
| 0.1% | $173.3K | -0.16% | -60.00% | Trim | |
| 0.1% | $139.1K | -18.92% | -66.67% | Trim | |
| 0.1% | $135.4K | -4.96% | -80.00% | Trim | |
| 0.1% | $130.6K | +19.77% | -50.00% | Trim | |
| 0.0% | $103.3K | -48.43% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.