Alta Fox Capital Management, LLC
Net buyer this quarter
$497M
15
+$67.8M
89.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 XPEL | $98.7M | 19.85% | 7.22% | +3.4% | Q1 2022 |
 BTSG | $68.1M | 13.70% | 0.49% | -31.4% | Q3 2025 |
 NATL | $67.8M | 13.63% | 2.12% | Not reported | Q2 2025 |
 DAKT | $56.5M | 11.36% | 5.98% | -14.4% | Q3 2022 |
 BCO | $30.6M | 6.16% | 0.79% | +190.3% | Q1 2026 |
 CARG | $28.8M | 5.78% | Not reported | -46.9% | Q3 2025 |
 WLDN | $28.5M | 5.72% | 2.38% | New | Q2 2026 |
 HNGE | $22.6M | 4.54% | 1.66% | New | Q2 2026 |
 WAY | $21.3M | 4.29% | 0.54% | New | Q2 2026 |
 VMI | $21.1M | 4.24% | 0.19% | New | Q2 2026 |
 WEX | $12.8M | 2.58% | 0.27% | New | Q2 2026 |
 PODD | $12.6M | 2.53% | 0.12% | New | Q2 2026 |
 VVV | $11.9M | 2.39% | 0.24% | New | Q2 2026 |
 PLOW | $10.4M | 2.09% | 0.83% | Not reported | Q2 2025 |
 IDT | $5.64M | 1.13% | Not reported | Not reported | Q1 2022 |
| Q1 2026 | |||||
| XPEL | $85.2M | 22.54% | 6.98% | +33.4% | Q1 2022 |
| NATL | $68M | 18.01% | 2.12% | -20.0% | Q2 2025 |
| DAKT | $65.9M | 17.45% | 6.98% | -9.7% | Q3 2022 |
| BTSG | $60.7M | 16.05% | 0.74% | +15.0% | Q3 2025 |
| CARG | $54M | 14.31% | Not reported | +24.6% | Q3 2025 |
 TOST | $19.6M | 5.19% | 0.34% | New | Q1 2026 |
| BCO | $11.6M | 3.06% | 0.27% | New | Q1 2026 |
 TRS | $8.03M | 2.13% | 0.61% | -60.3% | Q1 2025 |
| IDT | $4.76M | 1.26% | Not reported | Not reported | Q1 2022 |
| Q4 2025 | |||||
| NATL | $74.3M | 16.00% | 2.65% | -1.2% | Q2 2025 |
| DAKT | $73.8M | 15.88% | 7.66% | -15.7% | Q3 2022 |
| XPEL | $72M | 15.49% | 5.23% | +2392.9% | Q1 2022 |
| CARG | $48.8M | 10.51% | Not reported | +15.9% | Q3 2025 |
| BTSG | $46.3M | 9.97% | 0.64% | +168.7% | Q3 2025 |
 REZI | $44.5M | 9.57% | 0.84% | New | Q4 2025 |
| TRS | $20M | 4.30% | 1.50% | +67.6% | Q1 2025 |
 FICO | $20M | 4.30% | 0.05% | -8.5% | Q3 2025 |
 AMZN | $19.2M | 4.12% | 0.00% | Not reported | Q1 2022 |
 ARES | $16.3M | 3.50% | 0.03% | Not reported | Q1 2023 |
 META | $11M | 2.36% | Not reported | Not reported | Q3 2024 |
 FIGS | $9.95M | 2.14% | 0.57% | -3.7% | Q3 2025 |
 MSFT | $8.71M | 1.87% | 0.00% | -57.5% | Q3 2023 |
| Q3 2025 | |||||
| DAKT | $92.7M | 20.67% | 9.13% | -10.9% | Q3 2022 |
| NATL | $77.6M | 17.30% | 2.68% | +30.5% | Q2 2025 |
| REVG | $45.8M | 10.20% | 1.65% | -49.7% | Q1 2024 |
| CARG | $40.9M | 9.12% | Not reported | New | Q3 2025 |
 DXCM | $25.5M | 5.69% | 0.10% | +52.9% | Q2 2025 |
| MSFT | $21.9M | 4.88% | 0.00% | Not reported | Q3 2023 |
 TXT | $20.3M | 4.54% | 0.14% | New | Q3 2025 |
| FICO | $19.3M | 4.30% | 0.05% | New | Q3 2025 |
| AMZN | $18.2M | 4.06% | 0.00% | Not reported | Q1 2022 |
 SN | $15.4M | 3.43% | 0.11% | New | Q3 2025 |
 DV | $14.8M | 3.29% | 0.76% | +233.5% | Q4 2024 |
| BTSG | $13.6M | 3.04% | 0.25% | New | Q3 2025 |
| TRS | $13M | 2.90% | 0.83% | -54.7% | Q1 2025 |
| META | $12.2M | 2.72% | Not reported | Not reported | Q3 2024 |
| FIGS | $6.08M | 1.36% | 0.59% | New | Q3 2025 |
 NATR | $4.71M | 1.05% | 1.73% | -32.5% | Q2 2025 |
 JYNT | $2.75M | 0.61% | 1.90% | -50.4% | Q1 2022 |
| XPEL | $1.91M | 0.43% | 0.21% | Not reported | Q1 2022 |
 ATRO | $1.87M | 0.42% | 0.13% | -45.5% | Q2 2025 |