February’s light fell upon a curious disclosure. Alta Fox, a steward of considerable means, has deepened its embrace of XPEL, a company crafting shields against the world’s small abrasions. Not merely a purchase, mind you, but a commitment – 1,384,769 shares, a sum estimated at $57.88 million, blooming within the portfolio like a late-season rose.
The Weight of a Decision
The filings, those pale chronicles of capital’s wanderings, reveal a stake now reaching 15.49% of Alta Fox’s managed funds as of December’s close. A significant weighting, certainly. The total holding, some $72.00 million, speaks not of casual interest, but of conviction. The fourth quarter saw both further investment and, pleasingly, a natural appreciation in value. It is as if the fund sees in XPEL a resilience mirroring its own, a quiet strength against the inevitable storms.
A Landscape of Holdings
- The landscape of this portfolio is… concentrated. NATL, at $74.35 million, remains a prominent peak. DAKT follows, a close companion. But XPEL, now at $72.00 million, has risen to join them, a triad of favored seedlings. CARG and BTSG, while present, occupy a gentler slope.
- As of February 12th, XPEL’s shares stood at $53.88, a price lifted by the winds of the past year – a 30.9% ascent. A performance that doesn’t simply keep pace with the market, but gently outstrips it, by a margin of 18.03 percentage points. A quiet triumph, really.
The Company in Brief
| Metric | Value |
|---|---|
| Revenue (Trailing Twelve Months) | $461.46 million |
| Net Income (Trailing Twelve Months) | $46.71 million |
| Price (February 12, 2026 Close) | $53.88 |
| One-Year Price Change | 30.9% |
A Shield Against the World
XPEL, at its heart, is a purveyor of defenses. Films and coatings, protecting automobiles from the relentless assault of the road – stone chips, fading paint, the slow erosion of time. A business built on anticipating damage, on offering a reprieve. They serve not just the individual owner, but dealerships, installers – a network of protectors. Their reach extends across continents, a web spun from North America to Europe, Asia, and beyond.
What Does This Signal?
When a fund allocates nearly 15% of its resources to a single entity, it transcends mere investment. It becomes a declaration. A thesis, if you will. Alta Fox isn’t simply buying shares; they are placing a bet on a narrative. A story of operational improvement, of margin expansion. Recent revenue figures – $125.4 million for the third quarter, up 11.1% – support this view. Though net income dipped to $13.1 million, this was attributed to strategic investments, a sowing of seeds for future harvests. Management speaks of gross margins exceeding 50% and operating margins in the mid to high 20% range by 2028 – ambitious, certainly, but not entirely implausible, given the projected $150 million in supply chain investment.
Within this portfolio, alongside NATL and DAKT, XPEL stands as a testament to a preference for stories of transformation. It isn’t about passive ownership, but about actively seeking out – and supporting – businesses on the cusp of significant change. The 30.9% gain over the past year isn’t simply a fortunate fluctuation; it is, in this context, a reflection of genuine execution, a quiet blossoming in the face of a challenging world. It is a story worth watching, and, perhaps, even sharing.
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2026-02-16 22:33