Alta Fox Capital Management, LLC portfolio and holdings - AlphaYou

AF

Alta Fox Capital Management, LLC

Bought Toast, sold out of Resideo Technologies. Portfolio down 19% to $377.8M.

$377.8M portfolio9 holdingstop 10 = 100%filed 2026-05-15

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
4BTSGBrightspring Health SVCS I16.05%
$60.7M - 1.4M shares+186K
5CARGCargurus Inc14.31%
$54.0M - 1.6M shares+314K
6TOSTToast Inc5.19%
$19.6M - 740K sharesNEW
7BCOBrinks Co3.06%
$11.6M - 112K sharesNEW
8TRSTrimas Corp2.13%
$8.0M - 223K shares-340K
9IDTIdt Corp1.26%
$4.8M - 97K sharesNEW

#	Stock
1	XPELXpel Inc	22.54%	$85.2M	1.9M	+482K
2	NATLNCR Atleos Corporation	18.01%	$68.0M	1.6M	-390K
3	DAKTDaktronics Inc	17.45%	$65.9M	3.4M	-362K
4	BTSGBrightspring Health SVCS I	16.05%	$60.7M	1.4M	+186K
5	CARGCargurus Inc	14.31%	$54.0M	1.6M	+314K
6	TOSTToast Inc	5.19%	$19.6M	740K	NEW
7	BCOBrinks Co	3.06%	$11.6M	112K	NEW
8	TRSTrimas Corp	2.13%	$8.0M	223K	-340K
9	IDTIdt Corp	1.26%	$4.8M	97K	NEW

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.