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Connor Haley

Alta Fox Capital Management

Connor Haley BrightSpring Health Services, Inc stake

total: 91

Alta Fox Capital Management BTSG trades

Total transactions:
4
New positions:
1
Added:
2
Reduced:
1
Held since:
2025 Q3
Held for:
4 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Connor Haley holds 977,000 BrightSpring Health Services, Inc (BTSG) shares with a market value of roughly $68.14M accounting for 13.70% of the overall portfolio. To date, the estimated cost basis is nearly $35.57 for "buy" trades and estimated average "sell" price is $69.74. Alta Fox Capital Management first purchased BTSG in 2025 Q3, initially acquiring 460,525 shares. Since the initial investment in BrightSpring Health Services, Inc (BTSG), Alta Fox Capital Management has made 3 more transactions.

How many BTSG shares does Connor Haley currently hold?

According to 2026 Q2 report, Connor Haley holds 977,000 shares of BrightSpring Health Services, Inc (BTSG), valued at around $68.14M.

When did Connor Haley buy BrightSpring Health Services, Inc (BTSG)?

Connor Haley first invested in BrightSpring Health Services, Inc (BTSG) in 2025 Q3 at the reported quarter-end price of $29.56 per share.

What's the cost basis of Alta Fox Capital Management's BTSG stake?

The estimated cost basis for BrightSpring Health Services, Inc (BTSG) stake is around $35.57 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$35.57
Weighted AVG sell price:
$69.74

Connor Haley's historical trades in BrightSpring Health Services, Inc

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
13.70%
977,000
$69.74
$68,135,980
-31.36% (-446,400)
-8.24%
2026 Q1
16.05%
1,423,400
$42.61
$60,651,074
+15.02% (+185,900)
+2.1%
2025 Q4
9.97%
1,237,500
$37.45
$46,344,375
+168.72% (+776,975)
+6.26%
2025 Q3
3.04%
460,525
$29.56
$13,613,119
new
+3.04%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.