Alpine Fox Capital Llc Portfolio Stock Holdings

Alpine Fox Capital Llc disclosed 13 stock positions valued at approximately $106.2 million in its latest SEC 13F filing. The largest holdings include Cipher Digital Inc., Opendoor Technologies Inc., and Novo-Nordisk A/S. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
13
Portfolio Value
$106.2M
Holdings by Sector
Alpine Fox Capital Llc Portfolio Holdings in Q1 2026

9 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Cipher Digital Inc.CIFRFinancial Services45.57%3,762,000-160,000-4.08%$48,416,940
Opendoor Technologies Inc.OPENReal Estate7.36%1,670,199+1,645,199+6580.80%$7,816,531
Novo-Nordisk A/SNVOHealthcare5.71%165,000+15,000+10.00%$6,063,750
PepsiCo, Inc.PEPConsumer Defensive0.73%5,000-26,500-84.13%$776,450
Regeneron Pharmaceuticals, Inc.REGNHealthcare0.73%1,000--$772,640
Constellation Brands, Inc.STZConsumer Defensive0.42%3,000-97,000-97.00%$450,000
Canadian Pacific Kansas City LimitedCPIndustrials0.37%5,000-115,000-95.83%$393,300
Bakkt, IncBKKTTechnology0.28%40,000--$294,400
Target CorporationTGTConsumer Defensive0.23%2,000-23,000-92.00%$242,400
Alpine Fox Capital Llc Options Holdings in Q1 2026

2 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026IBITiShares Bitcoin Trust ETFCALL1,172,200$45,035,924
Q1 2026CIFRCipher Mining Inc.CALL100,000$1,287,000

Notional value represents the total exposure of the options position.