13F HOLDINGS REPORT
Alpine Fox Capital LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002096493-25-000002
Total Value
$238.9M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | iShares Bitcoin Trust ETF | IBIT | 1,704,600 | $110.8M | 46.39% |
| 2 | Cipher Mining Inc. | 17253J106 | 5,001,000 | $63.0M | 26.36% |
| 3 | IREN Limited | IREN | 750,461 | $35.2M | 14.74% |
| 4 | Constellation Brands, Inc. | STZ | 67,500 | $9.1M | 3.81% |
| 5 | iShares Bitcoin Trust ETF | IBIT | 80,000 | $5.2M | 2.18% |
| 6 | Novo Nordisk A/S | NONOF | 61,000 | $3.4M | 1.42% |
| 7 | Diageo PLC | DGEAF | 24,000 | $2.3M | 0.96% |
| 8 | Cipher Mining Inc. | 17253J106 | 180,000 | $2.3M | 0.95% |
| 9 | iShares Ethereum Trust ETF | 46438R105 | 70,000 | $2.2M | 0.92% |
| 10 | Bakkt Holdings Inc. | BKKT-WT | 40,000 | $1.3M | 0.56% |
| 11 | Cipher Mining Inc. | 17253J106 | 85,000 | $1.1M | 0.45% |
| 12 | SharpLink Gaming, Inc. | SBET | 60,000 | $1.0M | 0.43% |
| 13 | CleanSpark Inc. | CLSKW | 60,000 | $870,000 | 0.36% |
| 14 | CleanSpark Inc. | CLSKW | 40,000 | $580,000 | 0.24% |
| 15 | Regeneron Pharmaceuticals , Inc. | REGN | 1,000 | $562,270 | 0.24% |