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Portfolio (Quarterly) Guide ↗

Alpine Fox Capital LLC

· CIK 0002096493
13F Portfolio $154M AUM 17 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 4 Added 5 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBIT CALL iShares Bitcoin Trust ETF Financial Services 1,172,200.0 $45.0M 29.25% +345K +41.7% $38.42 +11.8%
2 OPEN Opendoor Technologies Inc. Real Estate 1,670,199.0 $7.8M 5.08% +1.6M +6580.8% $4.68 -3.2%
3 ETHA iShares Ethereum Trust ETF Financial Services 467,000.0 $7.4M 4.80% +325K +228.9% $15.83 -1.6%
4 NVO Novo-Nordisk A/S Healthcare 165,000.0 $6.1M 3.94% +15K +10.0% $36.75 +22.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 78.8%
Real Estate 7.4%
Healthcare 6.5%
Communication Services 5.7%
Consumer Defensive 1.4%
Technology 0.3%