Connor Haley - Alta Fox Capital Management Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Alta Fox Capital Management portfolio balances reported a total equity value of $497.19M across 15 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight XPEL INC (XPEL) as the single largest position, accounting for 19.8% of total equity value, followed by BRIGHTSPRING HEALTH SVCS INC (BTSG), NCR ATLEOS CORPORATION (NATL), DAKTRONICS INC (DAKT), and others. Collectively, the top five holdings represent 64.7% of the portfolio, showing how capital is distributed among core positions and long-term investments.