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Alpine Fox Capital LLC

SEC CIK
0002096493
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
18
+5 vs. Q1 2026
Portfolio value
$173.0M
+$66.7M (+62.8%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Alpine Fox Capital LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
CIFRCipher Digital Inc.COM3,372,000$82.6M47.8%−390,000−10.4%ReducedHistory
IRENIREN LtdORDINARY SHARES750,461$34.3M19.8%00.0%UnchangedHistory
OPENOpendoor Technologies Inc.COM4,735,000$21.9M12.6%+3,064,801+183.5%AddedHistory
NVONovo Nordisk A SADR201,000$9.64M5.6%+36,000+21.8%AddedHistory
BKKTBakkt, Inc.COM CL A NEW905,000$7.07M4.1%+865,000+2,162.5%AddedHistory
ETHAiShares Ethereum Trust ETFSHS560,000$6.66M3.8%+93,000+19.9%AddedHistory
ASSTStrive, Inc.CL A COM560,000$6.11M3.5%−46,242−7.6%ReducedHistory
BMNRBitmine Immersion Technologies, Inc.COM NEW100,000$1.33M0.8%+8,000+8.7%AddedHistory
SLNHSoluna Holdings, IncCOM NEW750,882$1.01M0.6%+750,882NewHistory
NXHNeighborhood Intelligence, Inc.COM100,000$579.0K0.3%+100,000NewHistory
WYNNWynn Resorts LtdCOM5,000$485.4K0.3%+5,000NewHistory
REGNRegeneron Pharmaceuticals, Inc.COM500$311.8K0.2%−500−50.0%ReducedHistory
CELHCelsius Holdings, Inc.COM NEW10,000$292.8K0.2%+10,000NewHistory
CPCanadian Pacific Kansas City LtdCOM2,000$173.3K0.1%−3,000−60.0%ReducedHistory
STZConstellation Brands, Inc.Stock1,000$139.1K0.1%−2,000−66.7%ReducedHistory
PEPPepsiCo IncStock1,000$135.4K0.1%−4,000−80.0%ReducedHistory
TGTTarget CorpStock1,000$130.6K0.1%−1,000−50.0%ReducedHistory
ENHAEnhanced Group Inc.COM CL A36,000$103.3K0.1%+36,000NewHistory

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Alpine Fox Capital LLC in Q2 2026
SecurityClassPutsCalls
IBITiShares Bitcoin Trust ETFETF–$37.3M
CIFRCipher Digital Inc.COM–$980.0K