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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Alta Fox Opportunities Fund
Value
$1.0B
Stocks
15 Stocks
Turnover
0.0%
Top Holdings
XPEL(9.92%) BTSG(6.85%) NATL(6.81%) DAKT(5.68%) BCO(3.08%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| XPEL | None | XPEL, Inc. | Consumer Discretionary | $98.7M | 0 | 9.9% | 0 | No Change |
| BTSG | None | BrightSpring Health Services | Healthcare | $68.1M | 0 | 6.8% | 0 | No Change |
| NATL | None | NCR Atleos | Information Technology | $67.8M | 0 | 6.8% | 0 | No Change |
| DAKT | None | Daktronics | Technology | $56.5M | 0 | 5.7% | 0 | No Change |
| BCO | None | The Brink's Co. | Industrials | $30.6M | 0 | 3.1% | 0 | No Change |
| CARG | None | CarGurus, Inc. | Consumer Discretionary | $28.8M | 0 | 2.9% | 0 | No Change |
| WLDN | None | Willdan Group, Inc. | Industrials | $28.5M | 0 | 2.9% | 0 | No Change |
| HNGE | None | Hinge Health, Inc. | General | $22.6M | 0 | 2.3% | 0 | No Change |
| WAY | None | Waystar | Health Care | $21.3M | 0 | 2.1% | 0 | No Change |
| VMI | None | Valmont Industries Inc. | Industrials | $21.1M | 0 | 2.1% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Consumer Discretionary | 4 | $149.7M | 15.1% |
| Information Technology | 2 | $80.6M | 8.1% |
| Industrials | 3 | $80.2M | 8.1% |
| Healthcare | 1 | $68.1M | 6.8% |
| Technology | 1 | $56.5M | 5.7% |
| Health Care | 2 | $33.9M | 3.4% |
| General | 1 | $22.6M | 2.3% |
| Communication Services | 1 | $5.6M | 0.6% |