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 19 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $367,900,334.

What stocks does Connor Haley own?

In Connor Haley's portfolio as of 30 Jun 2025, the top 5 holdings are (REVG) REV GROUP INC (20.77%), (DAKT) DAKTRONICS INC (20.44%), (NATL) NCR ATLEOS CORP (11.73%), (DXCM) DEXCOM INC (5.88%) and (TRS) TRIMAS CORP (5.77%).

To see the historical data of Alta Fox Capital Management's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Alta Fox Capital Management's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $367M+
Period: 2025 Q2
Number of stock: 19
Update: 14 Aug 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AMZN
AMAZONCOM INC
4.95%
83,000
$219.39
1.17% $221.95
$18,209,370
ARES
ARES MANAGEMENT CORP - A
3.73%
79,332
$173.20
2.92% $178.26
$13,740,302
+374.13% (+62,600)
+2.95%
ATRO
ASTRONICS CORP
0.68%
75,248
$33.48
6.33% $35.60
$2,519,303
buy
+0.68%
DAKT
DAKTRONICS INC
20.44%
4,973,599
$15.12
7.08% $16.19
$75,200,817
-16.74% (-1,000,000)
-4.11%
DXCM
DEXCOM INC
5.88%
247,900
$87.29
7.64% $80.62
$21,639,191
buy
+5.88%
DV
DOUBLEVERIFY HOLDINGS INC
1.50%
369,400
$14.97
3.61% $15.51
$5,529,918
+10.78% (+35,935)
+0.15%
PLOW
DOUGLAS DYNAMICS INC
2.14%
266,843
$29.47
10.65% $32.61
$7,863,863
buy
+2.14%
IDT
IDT CORP-CLASS B
1.64%
88,530
$68.32
8.84% $62.28
$6,048,370
-34.93% (-47,530)
-0.88%
IAS
INTEGRAL AD SCIENCE HOLDING
4.07%
1,800,090
$8.31
7.22% $8.91
$14,958,748
+48.27% (+586,037)
+1.32%
JYNT
JOINT CORP/THE
1.83%
581,877
$11.54
9.36% $10.46
$6,714,861
+44.35% (+178,781)
+0.56%
META
META PLATFORMS INC-CLASS A
3.33%
16,600
$738.09
0.14% $739.10
$12,252,294
buy
+3.33%
MSFT
MICROSOFT CORP
5.72%
42,300
$497.41
1.37% $504.24
$21,040,443
NATR
NATURES SUNSHINE PRODS INC
1.81%
450,000
$14.79
12.51% $16.64
$6,655,500
buy
+1.81%
NATL
NCR ATLEOS CORP
11.73%
1,513,127
$28.53
31.65% $37.56
$43,169,513
buy
+11.73%
RHLD
RESOLUTE HOLDINGS MANAG
1.95%
225,249
$31.87
79.26% $57.13
$7,178,686
+36.39% (+60,100)
+0.52%
REVG
REV GROUP INC
20.77%
1,605,857
$47.59
6.11% $50.50
$76,422,735
-30.27% (-696,945)
-9.02%
RSKD
RISKIFIED LTD-A
1.03%
757,044
$4.99
12.83% $4.35
$3,777,650
TATT
TAT TECHNOLOGIES LTD
1.02%
122,790
$30.54
19.68% $36.55
$3,750,007
buy
+1.02%
TRS
TRIMAS CORP
5.77%
742,005
$28.61
31.67% $37.67
$21,228,763
19 of 19

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ATI
ALLEGHENY TECHNOLOGIES INC
216,300
-3.06%
ARCO
ARCOS DORADOS HOLDINGS INC-A
1,120,700
-2.46%
TNC
TENNANT CO
916
-0.02%

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.