📊 Alta Fox 13F — ALTA FOX CAPITAL MANAGEMENT, LLC: $497M portfolio, 15 positions (Q2 2026)

1. XPEL — $99M (19.8%) 2. BTSG — $68M (13.7%) 3. NATL — $68M (13.6%) 4. DAKT — $56M (11.4%) 5. BCO — $31M (6.2%) 6. CARG — $29M (5.8%) 7. WLDN — $28M (5.7%) 8. HNGE — $23M (4.5%) 9. WAY — $21M (4.3%) 10. VMI — $21M (4.2%) 11. WEX — $13M (2.6%) 12. PODD — $13M (2.5%) 13. VVV — $12M (2.4%) 14. PLOW — $10M (2.1%) 15. IDT — $6M (1.1%)

1. XPEL — $99M (19.8%)