Connor Haley - Alta Fox Capital Management Portfolio Balances (Dec 31, 2025)

As of Dec 31, 2025, the Alta Fox Capital Management portfolio balances reported a total equity value of $464.79M across 13 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Feb 13, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight NCR ATLEOS CORPORATION (NATL) as the single largest position, accounting for 16.0% of total equity value, followed by DAKTRONICS INC (DAKT), XPEL INC (XPEL), CARGURUS INC (CARG), and others. Collectively, the top five holdings represent 67.8% of the portfolio, showing how capital is distributed among core positions and long-term investments.