ALTA FOX CAPITAL MANAGEMENT, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$464.8B
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NATLNCR ATLEOS CORPORATION | 1,950,881 | $74.3B | 16.00% | |
| 2 | DAKTDAKTRONICS INC | 3,733,199 | $73.8B | 15.88% | |
| 3 | XPELXPEL INC | 1,442,638 | $72.0B | 15.49% | |
| 4 | CARGCARGURUS INC | 1,273,544 | $48.8B | 10.51% | |
| 5 | BTSGBRIGHTSPRING HEALTH SVCS INC | 1,237,500 | $46.3B | 9.97% | |
| 6 | REZIRESIDEO TECHNOLOGIES INC | 1,266,700 | $44.5B | 9.57% | |
| 7 | TRSTRIMAS CORP | 563,375 | $20.0B | 4.30% | |
| 8 | FICOFAIR ISAAC CORP | 11,810 | $20.0B | 4.30% | |
| 9 | AMZNAMAZON COM INC | 83,000 | $19.2B | 4.12% | |
| 10 | ARESARES MANAGEMENT CORPORATION | 100,600 | $16.3B | 3.50% | |
| 11 | METAMETA PLATFORMS INC | 16,600 | $11.0B | 2.36% | |
| 12 | FIGSFIGS INC | 875,600 | $9.9B | 2.14% | |
| 13 | MSFTMICROSOFT CORP | 18,000 | $8.7B | 1.87% |