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 (2023 Q4) SEC 13F filing(s) with portfolio value of $156,405,662.

What stocks does Connor Haley own?

In Connor Haley's portfolio as of 31 Dec 2023, the top 5 holdings are (FCFS) FIRSTCASH HOLDINGS INC (17.06%), (IWM) ISHARES RUSSELL 2000 ETF (11.13%), (MTCH) MATCH GROUP INC (9.23%), (GRND) GRINDR INC (8.97%) and (DAKT) DAKTRONICS INC (7.96%).

To see the historical data of Alta Fox Capital Management's portfolio holdings please click on the "2023 Q4" dropdown menu and select the date.

To see Alta Fox Capital Management's original 13F reports (2023 Q4), please click on the "important" button.

Portfolio value: $156M+
Period: 2023 Q4
Number of stock: 15
Update: 14 Feb 2024
GOOGL
2.25%
25,200
$139.69
0.58% $138.88
$3,520,188
AMZN
5.04%
51,852
$151.94
14.22% $173.54
$7,878,393
+3.18% (+1,600)
+0.16%
DAKT
7.96%
1,468,557
$8.48
4.13% $8.13
$12,453,363
-12.73% (-214,300)
-1.16%
FCFS
17.06%
246,245
$108.39
7.22% $116.22
$26,690,496
buy
+17.06%
GRND
8.97%
1,597,555
$8.78
2.62% $8.55
$14,026,533
+690.72% (+1,395,517)
+7.83%
HLT
6.13%
52,622
$182.09
11.81% $203.59
$9,581,940
-6.24% (-3,500)
-0.41%
IDT
4.22%
193,566
$34.09
9.62% $37.37
$6,598,665
buy
+4.22%
IWM
11.13%
86,700
$200.71
1.61% $203.95
$17,401,557
buy
+11.13%
KKR
2.99%
56,460
$82.85
15.90% $96.02
$4,677,711
MAR
5.51%
38,200
$225.51
10.43% $249.03
$8,614,482
-7.73% (-3,200)
-0.46%
MA
1.15%
4,200
$426.51
11.31% $474.75
$1,791,342
MTCH
9.23%
395,300
$36.50
2.25% $37.32
$14,428,450
buy
+9.23%
MSFT
5.17%
21,500
$376.04
8.36% $407.48
$8,084,860
-4.02% (-900)
-0.22%
WCN
7.79%
81,600
$149.27
12.77% $168.33
$12,180,432
+58.14% (+30,000)
+2.86%
WSC
5.42%
190,500
$44.50
6.40% $47.35
$8,477,250
+18.91% (+30,300)
+0.86%
15 of 15

Completely sold out

CB
16,700
-2.22%
DOLE
399,249
-2.96%
GXO
79,599
-2.98%
MYTE
510,132
-1.11%
CASH
185,303
-5.46%

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.