Alpine Fox Capital LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Alpine Fox Capital LLC held in its portfolio 19 assets valued at $189,457,342 (i.e. $189.46M).

The most valuable assets in the portfolio included: Cipher Mining Inc. ($57.89M), IREN Limited ($28.35M), and Constellation Brands, Inc. ($13.80M).

The chart below shows the top 10 valuable assets, and the table below shows the top 19 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Alpine Fox Capital LLC Portfolio

Cipher Mining Inc.

IREN Limited

Constellation Brands, Inc.

Diageo PLC

Canadian Pacific Kansas City Limited

Novo Nordisk A/S

PepsiCo, Inc.

iShares Ethereum Trust ETF

Bristol-Myers Squibb Company

Lennar Corporation

Alpine Fox Capital LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
Cipher Mining Inc.	3922000	57888720	COM
IREN Limited	750461	28344912	ORD SHS
Constellation Brands, Inc.	100000	13796000	CL A
Diageo PLC	122000	10524940	SPON ADR NEW
Canadian Pacific Kansas City Limited	120000	8835600	COM
Novo Nordisk A/S	150000	7632000	ADR
PepsiCo, Inc.	31500	4520880	COM
iShares Ethereum Trust ETF	142000	3185060	SHS
Bristol-Myers Squibb Company	50000	2697000	COM
Lennar Corporation	25000	2570000	CL A
Target Corporation	25000	2443750	COM
Strive Asset Management, LLC	3150345	2324955	CL A COM
TeraWulf Inc.	100000	1149000	COM
Regeneron Pharmaceuticals, Inc.	1000	771870	COM
CleanSpark, Inc.	50000	506000	COM NEW
Bakkt, Inc.	40000	401600	COM CL A NEW
Brown Forman Corporation	13000	342030	CL A
PayPal Holdings, Inc.	5000	291900	COM
Opendoor Technologies Inc.	25000	145750	COM