Alta Fox 资本管理 2026Q1 13F 持仓
Alta Fox Capital Management 康纳·海利 组合详情。
组合市值：$377,796,993；当前持仓：9；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | XPEL | XPEL, Inc. | $85,167,659 | 1924258 | 22.54% | 持有 |
| 2 | NCR | NCR Corp. | $68,023,543 | 1560889 | 18.01% | 持有 |
| 3 | DAKT | Daktronics, Inc. | $65,910,850 | 3371399 | 17.45% | 持有 |
| 4 | BTSG | BrightSpring Health Services, Inc. | $60,651,074 | 1423400 | 16.05% | 持有 |
| 5 | CARG | 卡格鲁斯 | $54,049,131 | 1587346 | 14.31% | 持有 |
| 6 | TOST | Toast, Inc. | $19,625,353 | 740300 | 5.19% | 新增 |
| 7 | BCO | 布林克斯 | $11,575,471 | 111700 | 3.06% | 新增 |
| 8 | TRS | 瑞奇包装系统 | $8,030,721 | 223448 | 2.13% | 持有 |
| 9 | IDT | 万威 | $4,763,191 | 97010 | 1.26% | 新增 |
清仓股票
- REZI - 瑞思科技术
- FICO - Fair Isaac Corp.
- AMZN - 亚马逊
- ARES - Ares Management Corp.
- META - Meta Platforms, Inc.
- FIGS - FIGS, Inc.
- MSFT - 微软