ALTA FOX CAPITAL MANAGEMENT, LLC
13F filer · CIK 1858353 · Fort Worth, TX
Summary
ALTA FOX CAPITAL MANAGEMENT, LLC reported $497.19M across 15 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are XPEL (19.8%), BTSG (13.7%), NATL (13.6%). Versus 2026 Q1, leaving options aside, it opened 8 new positions, added to 2, trimmed 3 and sold out of 2.
Reported value$497.19M
Positions15
Report period2026 Q2
FiledAug 14, 2026
New positions8
Added2
Trimmed3
Sold out2
Top 15 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 19.8%Value $98.69MPrice $44.18Shares 1.99M +3.40%Since Jun 30 -10.93%
Weight 13.7%Value $68.14MPrice $55.69Shares 977K -31.36%Since Jun 30 -20.15%
Weight 13.6%Value $67.76MPrice $45.44Shares 1.56MSince Jun 30 +4.68%
Weight 11.4%Value $56.47MPrice $17.41Shares 2.89M -14.37%Since Jun 30 -10.99%
Weight 6.2%Value $30.64MPrice $103.12Shares 324K +190.32%Since Jun 30 +9.13%
Weight 5.8%Value $28.76MPrice $31.16Shares 844K -46.86%Since Jun 30 -8.59%
Weight 5.7%Value $28.46MPrice $75.72Shares 360KSince Jun 30 -4.27%
Weight 4.5%Value $22.58MPrice $95.21Shares 272KSince Jun 30 +14.71%
Weight 4.3%Value $21.33MPrice $25.07Shares 1.04MSince Jun 30 +22.11%
Weight 4.2%Value $21.07MPrice $467.21Shares 36KSince Jun 30 -19.11%
Weight 2.6%Value $12.84MPrice $171.46Shares 91KSince Jun 30 +21.53%
Weight 2.5%Value $12.58MPrice $132.84Shares 83KSince Jun 30 -12.75%
Weight 2.4%Value $11.86MPrice $29.65Shares 300KSince Jun 30 -25.01%
Weight 2.1%Value $10.38MPrice $39.85Shares 192KSince Jun 30 -26.14%
Weight 1.1%Value $5.64MPrice $75.56Shares 97KSince Jun 30 +29.92%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 19.8% | $98.69M | -10.93% | +3.40% | Add | |
| 13.7% | $68.14M | -20.15% | -31.36% | Trim | |
| 13.6% | $67.76M | +4.68% | — | Hold | |
| 11.4% | $56.47M | -10.99% | -14.37% | Trim | |
| 6.2% | $30.64M | +9.13% | +190.32% | Add | |
| 5.8% | $28.76M | -8.59% | -46.86% | Trim | |
| 5.7% | $28.46M | -4.27% | — | New | |
| 4.5% | $22.58M | +14.71% | — | New | |
| 4.3% | $21.33M | +22.11% | — | New | |
| 4.2% | $21.07M | -19.11% | — | New | |
| 2.6% | $12.84M | +21.53% | — | New | |
| 2.5% | $12.58M | -12.75% | — | New | |
| 2.4% | $11.86M | -25.01% | — | New | |
| 2.1% | $10.38M | -26.14% | — | New | |
| 1.1% | $5.64M | +29.92% | — | Hold |
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
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.