ALTA FOX CAPITAL MANAGEMENT, LLC — 13F holdings

ALTA FOX CAPITAL MANAGEMENT, LLC reported 15 holdings worth $497M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. XPEL XPEL INC — $98.7M (19.8%)
2. BTSG BRIGHTSPRING HEALTH SVCS INC — $68.1M (13.7%)
3. NATL NCR ATLEOS CORPORATION — $67.8M (13.6%)
4. DAKT DAKTRONICS INC — $56.5M (11.4%)
5. BCO BRINKS CO — $30.6M (6.2%)
6. CARG CARGURUS INC — $28.8M (5.8%)
7. WLDN WILLDAN GROUP INC — $28.5M (5.7%)
8. HNGE HINGE HEALTH INC — $22.6M (4.5%)
9. WAY WAYSTAR HLDG CORP — $21.3M (4.3%)
10. VMI VALMONT INDS INC — $21.1M (4.2%)