ALTA FOX CAPITAL MANAGEMENT, LLC
FORT WORTH TX · SEC CIK 0001858353
$4.97亿2026Q2 申报市值
15持仓数
89.3%前十大占比 · 第一大 19.8%
8 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WLDN 新建仓+$2,846.07万
HNGE 新建仓+$2,258.43万
WAY 新建仓+$2,133.07万
VMI 新建仓+$2,107.08万
BCO 加仓+$2,008.72万
2026Q2 卖出最多 按季末市值估算
BTSG 减仓-$3,113.19万
CARG 减仓-$2,535.61万
TOST 清仓-$1,962.54万
DAKT 减仓-$947.88万
TRS 清仓-$803.07万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TOST | TOAST INC | $0 | 0.00% | 0 | -740,300 | -100.0% | -$1,962.54万 | 清仓 |
| TRS | TRIMAS CORP | $0 | 0.00% | 0 | -223,448 | -100.0% | -$803.07万 | 清仓 |
| IDT | IDT CORP | $564.21万 | 1.13% | 97,010 | 0 | 0.0% | — | 不变 |
| PLOW | DOUGLAS DYNAMICS INC | $1,037.69万 | 2.09% | 192,342 | 192,342 | — | $1,037.69万 | 新建仓 |
| VVV | VALVOLINE INC | $1,186.09万 | 2.39% | 299,971 | 299,971 | — | $1,186.09万 | 新建仓 |
| PODD | INSULET CORP | $1,257.59万 | 2.53% | 82,600 | 82,600 | — | $1,257.59万 | 新建仓 |
| WEX | WEX INC | $1,283.92万 | 2.58% | 91,000 | 91,000 | — | $1,283.92万 | 新建仓 |
| VMI | VALMONT INDS INC | $2,107.08万 | 4.24% | 36,480 | 36,480 | — | $2,107.08万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $2,133.07万 | 4.29% | 1,039,000 | 1,039,000 | — | $2,133.07万 | 新建仓 |
| HNGE | HINGE HEALTH INC | $2,258.43万 | 4.54% | 272,100 | 272,100 | — | $2,258.43万 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $2,846.07万 | 5.72% | 359,806 | 359,806 | — | $2,846.07万 | 新建仓 |
| CARG | CARGURUS INC | $2,875.65万 | 5.78% | 843,546 | -743,800 | -46.9% | -$2,535.61万 | 减仓 |
| BCO | BRINKS CO | $3,064.17万 | 6.16% | 324,285 | 212,585 | 190.3% | $2,008.72万 | 加仓 |
| DAKT | DAKTRONICS INC | $5,646.58万 | 11.36% | 2,886,799 | -484,600 | -14.4% | -$947.88万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $6,775.82万 | 13.63% | 1,560,889 | 0 | 0.0% | — | 不变 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $6,813.60万 | 13.70% | 977,000 | -446,400 | -31.4% | -$3,113.19万 | 减仓 |
| XPEL | XPEL INC | $9,869.20万 | 19.85% | 1,989,758 | 65,500 | 3.4% | $324.88万 | 加仓 |