Portfolio (Quarterly) Guide ↗

Alpine Fox Capital LLC

· CIK 0002096493

13F Portfolio $211M AUM 24 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 5 Added 9 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ETHA CALL	iShares Ethereum Trust ETF	Financial Services	90,000	$1.4M	0.93%	SOLD

Sector Allocation

Financial Services 72.8%

Real Estate 12.7%

Healthcare 5.8%

Technology 4.1%

Communication Services 3.6%

Consumer Cyclical 0.6%

Consumer Defensive 0.4%