ALTA FOX CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
9 positions ·
$377,796,992 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XPEL |
XPEL, Inc.
Consumer Cyclical
|
1,924,258 | $85,167,659 | 22.54% | |
| NATL |
NCR Atleos Corp
Technology
|
1,560,889 | $68,023,542 | 18.01% | |
| DAKT |
Daktronics Inc /Sd/
Technology
|
3,371,399 | $65,910,850 | 17.45% | |
| BTSG |
BrightSpring Health Services, Inc.
Healthcare
|
1,423,400 | $60,651,074 | 16.05% | |
| CARG |
CarGurus, Inc.
Consumer Cyclical
|
1,587,346 | $54,049,131 | 14.31% | |
| TOST |
Toast, Inc.
Technology
|
740,300 | $19,625,353 | 5.19% | |
| BCO |
Brinks Co
Industrials
|
111,700 | $11,575,471 | 3.06% | |
| TRS |
Trimas Corp
Consumer Cyclical
|
223,448 | $8,030,721 | 2.13% | |
| IDT |
Idt Corp
Communication Services
|
97,010 | $4,763,191 | 1.26% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BTSG
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,651,074 | 1,423,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,344,375 | 1,237,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,613,119 | 460,525 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||