Connor Haley's Portfolio

Alta Fox Capital Management 13F holdings

What is Connor Haley's portfolio?

Alta Fox Capital Management has disclosed a total of 15 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $252,328,709.

What stocks does Connor Haley own?

In Connor Haley's portfolio as of 31 Mar 2025, the top 5 holdings are (REVG) REV GROUP INC (28.84%), (DAKT) DAKTRONICS INC (28.83%), (TRS) TRIMAS CORP (6.89%), (MSFT) MICROSOFT CORP (6.29%) and (AMZN) AMAZONCOM INC (6.26%).

To see the historical data of Alta Fox Capital Management's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see Alta Fox Capital Management's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $252M+
Period: 2025 Q1
Number of stock: 15
Update: 15 May 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ATI
ALLEGHENY TECHNOLOGIES INC
4.46%
216,300
$52.03
47.45% $76.72
$11,254,089
buy
+4.46%
AMZN
AMAZONCOM INC
6.26%
83,000
$190.26
12.87% $214.75
$15,791,580
-19.92% (-20,652)
-1.56%
ARCO
ARCOS DORADOS HOLDINGS INC-A
3.58%
745,265
$8.06
18.73% $6.55
$6,006,839
buy
+3.58%
ARES
ARES MANAGEMENT CORP - A
0.97%
16,732
$146.61
24.59% $182.66
$2,453,079
buy
+0.97%
DAKT
DAKTRONICS INC
28.83%
3,882,839
$12.18
32.10% $16.09
$47,292,983
+94.31% (+1,884,520)
+13.99%
DV
DOUBLEVERIFY HOLDINGS INC
1.77%
333,465
$13.37
13.39% $15.16
$4,458,427
-73.60% (-929,769)
-4.93%
IDT
IDT CORP-CLASS B
2.77%
136,060
$51.31
13.25% $58.11
$6,981,239
+37.52% (+37,125)
+0.75%
IAS
INTEGRAL AD SCIENCE HOLDING
3.88%
770,923
$8.06
2.48% $7.86
$6,213,644
+20,831.95% (+767,240)
+3.86%
JYNT
JOINT CORP/THE
2.00%
403,096
$12.49
12.49% $10.93
$5,034,669
buy
+2.00%
MSFT
MICROSOFT CORP
6.29%
42,300
$375.39
39.62% $524.11
$15,878,997
-31.55% (-19,500)
-2.90%
RHLD
RESOLUTE HOLDINGS MANAG
2.05%
102,392
$31.34
26.71% $39.71
$3,208,977
buy
+2.05%
REVG
REV GROUP INC
28.84%
2,302,802
$31.60
53.01% $48.35
$72,768,543
-7.78% (-194,365)
-2.43%
RSKD
RISKIFIED LTD-A
1.39%
757,044
$4.62
6.71% $4.93
$3,497,543
buy
+1.39%
TNC
TENNANT CO
0.03%
554
$79.75
1.62% $81.04
$44,195
buy
+0.03%
TRS
TRIMAS CORP
6.89%
742,005
$23.43
49.04% $34.92
$17,385,177
buy
+6.89%
15 of 15

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
BBW
BUILD-A-BEAR WORKSHOP INC
122,300
-2.23%
FWRD
FORWARD AIR CORP
692,144
-8.85%
MA
MASTERCARD INC - A
13,000
-2.71%
META
META PLATFORMS INC-CLASS A
18,400
-4.27%
NRDS
NERDWALLET INC-CL A
809,086
-4.26%
JW.A
WILEY (JOHN) & SONS-CLASS A
338,370
-6.01%

Shares, change to shares, sold shares - 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.