Investor
Alpine Fox Capital LLC
CIK 0002096493 · filed 2026-05-14 · SEC filing
13F book
$154M
Positions
13
2 new · 8 sold
Largest name
31.4%
Cipher Mining Inc · CIFR
Est. mark
−$12.8M
Price effect on 11 names still held. Flow −$29.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Cipher Mining Inc | CIFR | 3.76M | $48.4M | 31.4% | −$7.11M | Cut−$9.47M |
| Iren Limited | — | 750.5K | $25.7M | 16.7% | −$2.62M | Held |
| Opendoor Technologies Inc | — | 1.67M | $7.82M | 5.1% | −$28.8K | Added$7.67M |
| Ishares Ethereum Tr | — | 467K | $7.39M | 4.8% | −$937.2K | Added$4.21M |
| Strive Inc Cl A Com | — | 606.2K | $6.07M | 3.9% | — | New |
| Novo-Nordisk A S | — | 165K | $6.06M | 3.9% | −$2.12M | Added−$1.57M |
| Bitmine Immersion Tecnologie | — | 92K | $1.82M | 1.2% | — | New |
| Pepsico Inc | PEP | 5K | $776.5K | 0.5% | $58.8K | Cut−$3.74M |
| Regeneron Pharmaceuticals, Inc. | REGN | 1K | $772.6K | 0.5% | $770 | Held |
| Constellation Brands, Inc. | STZ | 3K | $450K | 0.3% | $36.1K | Cut−$13.3M |
| Canadian Pacific Kansas City | — | 5K | $393.3K | 0.3% | $25.2K | Cut−$8.44M |
| Bakkt Holdings Inc | — | 40K | $294.4K | 0.2% | −$107.2K | Held |
| Target Corp | TGT | 2K | $242.4K | 0.2% | $46.9K | Cut−$2.2M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.