ALTA FOX CAPITAL MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Fort Worth, TX
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$497,191
Net value change ($000)
+119,394 (31.6%)
New positions
8
Sold out positions
2
Turnover %
33.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WLDN 28,461 NEW
HNGE 22,584 NEW
WAY 21,331 NEW
VMI 21,071 NEW
BCO 19,067 164.7%
XPEL 13,524 15.9%
WEX 12,839 NEW
PODD 12,576 NEW
VVV 11,861 NEW
PLOW 10,377 NEW
Top Reduces (Value $000, Stocks/ETFs)
CARG -25,293 -46.8%
TOST -19,625 -100.0%
DAKT -9,445 -14.3%
TRS -8,031 -100.0%
NATL -266 -0.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type