Alta Fox Capital Management, LLC

New Toast position and exited Resideo Technologies in Q1 2026.

$377.8M in this filing9 positionstop 10 = 100%

Holdings are from Mar 31, 2026, not today. Filed May 15, 2026. Next filing due ~Aug 14, 2026 - a fund that has since had a bad quarter will not show it here until then.

Spot holdings9 positions - $377.8M

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

#	Stock					At filing	Now	Market cap	P/E
1	XPELXpel Inc	22.54%	$85.2M	1.9M	+482K	$44.26	-	$1.4B	25.3
2	NATLNCR Atleos Corporation	18.01%	$68.0M	1.6M	-390K	$43.58	$46.93 +7.7%	$3.5B	18.2
3	DAKTDaktronics Inc	17.45%	$65.9M	3.4M	-362K	$19.55	-	$985.9M	22.2

6 more on a paid plan

Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.

Unlock all 6 holdings

What is missing

This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.