Connor Haley - Alta Fox Capital Management Portfolio Stock Holdings
Alta Fox Capital Management disclosed 9 stock positions valued at approximately $377.8 million in its latest SEC 13F filing. The largest holdings include XPEL INC, NCR ATLEOS CORPORATION, and DAKTRONICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 9
- Portfolio Value
- $377.8M
Holdings by Sector
Alta Fox Capital Management Portfolio Holdings in Q1 2026
9 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| XPEL INC | XPEL | Consumer Cyclical | 22.54% | 1,924,258 | +481,620 | +33.38% | $85,167,659 |
| NCR ATLEOS CORPORATION | NATL | Technology | 18.01% | 1,560,889 | -389,992 | -19.99% | $68,023,543 |
| DAKTRONICS INC | DAKT | Technology | 17.45% | 3,371,399 | -361,800 | -9.69% | $65,910,850 |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 16.05% | 1,423,400 | +185,900 | +15.02% | $60,651,074 |
| CARGURUS INC | CARG | Consumer Cyclical | 14.31% | 1,587,346 | +313,802 | +24.64% | $54,049,131 |
| TOAST INC | TOST | Technology | 5.19% | 740,300 | +740,300 | +100.00% | $19,625,353 |
| BRINKS CO | BCO | Industrials | 3.06% | 111,700 | +111,700 | +100.00% | $11,575,471 |
| TRIMAS CORP | TRS | Consumer Cyclical | 2.13% | 223,448 | -339,927 | -60.34% | $8,030,721 |
| IDT CORP | IDT | Communication Services | 1.26% | 97,010 | +8,480 | +9.58% | $4,763,191 |