Funds › Alpine Fox Capital LLC
Alpine Fox Capital LLC
13F for Q3 2026, filed Nov 13, 2026. 19 positions worth $179.8M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | CIFR Cipher Digital Inc. | 3.21M | $50.7M | 28.2% | -5.0% | 13F ↗ |
| 2 | IREN IREN Limited | 750,461 | $30.7M | 17.1% | Unchanged | 13F ↗ |
| 3 | OPEN Opendoor Technologies Inc | 10.60M | $25.1M | 14.0% | +124% | 13F ↗ |
| 4 | ASST Strive, Inc. | 400,000 | $11.8M | 6.5% | -28.6% | 13F ↗ |
| 5 | iShares Ethereum Tr | 525,000 | $10.6M | 5.9% | -6.3% | 13F ↗ |
| 6 | BKKT Bakkt, Inc. | 1.20M | $9.4M | 5.2% | +32.8% | 13F ↗ |
| 7 | NXH Neighborhood Intelligence, Inc. | 3.02M | $8.9M | 4.9% | +2915% | 13F ↗ |
| 8 | WYNN Wynn Resorts, Limited | 37,000 | $2.9M | 1.6% | +640% | 13F ↗ |
| 9 | BMNR BitMine Immersion Technologies, Inc. | 100,000 | $2.6M | 1.5% | Unchanged | 13F ↗ |
| 10 | ENHA Enhanced Group Inc. | 1.62M | $2.3M | 1.3% | +4400% | 13F ↗ |
| 11 | PEP PepsiCo, Inc. | 15,500 | $2.0M | 1.1% | +1450% | 13F ↗ |
| 12 | SLNH Soluna Holdings, Inc. | 1.50M | $1.7M | 1.0% | +99.8% | 13F ↗ |
| 13 | STZ Constellation Brands, Inc. | 13,000 | $1.5M | 0.8% | +1200% | 13F ↗ |
| 14 | REGN Regeneron Pharmaceuticals, Inc. | 500 | $379.1K | 0.2% | Unchanged | 13F ↗ |
| 15 | SSM Sono Group N.V. | 315,295 | $353.1K | 0.2% | New | 13F ↗ |
| 16 | DRK DarkHorse Technologies Inc. | 120,000 | $336.0K | 0.2% | New | 13F ↗ |
| 17 | NVO Novo Nordisk A/S · ADR | 5,000 | $189.6K | 0.1% | -97.5% | 13F ↗ |
| 18 | CP Canadian Pacific Kansas City Limited | 2,000 | $170.2K | 0.1% | Unchanged | 13F ↗ |
| 19 | TGT Target Corporation | 1,000 | $156.7K | 0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
2 new, 8 added to, 4 trimmed, 1 exited, 5 unchanged. By estimated dollars.
New positions (2)
Added to (8)
| OPEN Opendoor Technologies Inc | 10.60M | +124% | $13.9M |
| NXH Neighborhood Intelligence, Inc. | 3.02M | +2915% | $8.6M |
| WYNN Wynn Resorts, Limited | 37,000 | +640% | $2.5M |
| BKKT Bakkt, Inc. | 1.20M | +32.8% | $2.3M |
| ENHA Enhanced Group Inc. | 1.62M | +4400% | $2.2M |
| PEP PepsiCo, Inc. | 15,500 | +1450% | $1.8M |
| STZ Constellation Brands, Inc. | 13,000 | +1200% | $1.4M |
| SLNH Soluna Holdings, Inc. | 1.50M | +99.8% | $854.0K |
Trimmed (4)
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| CELH Celsius Holdings, Inc. | 10,000 | Exited | -$292.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer