Alta Fox Capital Management, LLC

New Willdan position and exited Toast in Q2 2026.

$497.2M in this filing15 positionstop 10 = 89%

Holdings are from Jun 30, 2026, not today. Filed Aug 14, 2026. Next filing due ~Nov 14, 2026 - a fund that has since had a bad quarter will not show it here until then.

Spot holdings15 positions - $497.2M

• 1XXPELXpel Inc19.85%
  $98.7M - 2.0M shares+66K
• 2BBTSGBrightspring Health SVCS I13.70%
  $68.1M - 977K shares-446K
• 3NNATLNCR Atleos Corporation13.63%
  $67.8M - 1.6M shares-

#	Stock	% of bucket	Value	Shares	Change	At filing	Now	Market cap	P/E
1	XXPELXpel Inc	19.85%	$98.7M	2.0M	+66K	$49.60	-	$1.4B	25.3
2	BBTSGBrightspring Health SVCS I	13.70%	$68.1M	977K	-446K	$69.74	-	$11.9B	53.8
3	NNATLNCR Atleos Corporation	13.63%	$67.8M	1.6M	-	$43.41	$46.93 +8.1%	$3.5B	18.2