Alta Fox Capital Management, LLC

Connor Haley

New WLDN and exited TOST in Q2 2026.

$497.2M in this filing15 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

1XPELXpel Inc19.85%
$98.7M - 2.0M shares+3.4%
2BTSGBrightspring Health SVCS I13.70%
$68.1M - 977K shares-31.4%
3NATLNCR Atleos Corporation13.63%
$67.8M - 1.6M shares-

#	Stock				At Jun 30	Now
1	XPELXpel Inc	19.85%	$98.7M	+3.4%	$49.60	-
2	BTSGBrightspring Health SVCS I	13.70%	$68.1M	-31.4%	$69.74	-
3	NATLNCR Atleos Corporation	13.63%	$67.8M	-	$43.41	$45.92 +5.8%

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What is missing

Top 10 concentration: 89%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 14, 2026.

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