DOSSIER · 13F-HR · Q1 2026
ALTA FOX CAPITAL MANAGEMENT, LLC
$378M in tracked AUM across 9 positions as of Q1 2026.
AF
CIK 0001858353 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
ALTA FOX CAPITAL MANAGEMENT, LLC has undergone a significant transformation in the quarter ending September 30, 2025. The firm executed a drastic reduction in portfolio size, with total assets under management (AUM) plummeting by 60.8%, falling from $367.90M to $144.28M. This reduction was accompanied by a sharp contraction in the number of holdings, which decreased from 23 to just 8.
The portfolio is currently characterized by extreme concentration. The top ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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