AlphaYouAlta Fox Capital Management, LLC
New Toast position and exited Resideo Technologies in Q1 2026.
$377.8M in this filing9 positionstop 10 = 100%
9 stock and fund positions worth $377.8M
Holdings are from Mar 31, 2026, not today. Filed May 15, 2026.
- 1XPELXpel Inc22.54%$85.2M - 1.9M shares+482K
- 2NATLNCR Atleos Corporation18.01%$68.0M - 1.6M shares-390K
- 3DAKTDaktronics Inc17.45%$65.9M - 3.4M shares-362K
6 more on a paid plan
Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.
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This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.