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 13 security holdings in their (2024 Q4) SEC 13F filing(s) with portfolio value of $280,736,995.

What stocks does Connor Haley own?

In Connor Haley's portfolio as of 31 Dec 2024, the top 5 holdings are (REVG) REV GROUP INC (28.35%), (DAKT) DAKTRONICS INC (18.46%), (MSFT) MICROSOFT CORP (9.28%), (DV) DOUBLEVERIFY HOLDINGS INC (8.64%) and (AMZN) AMAZONCOM INC (8.10%).

To see the historical data of Alta Fox Capital Management's portfolio holdings please click on the "2024 Q4" dropdown menu and select the date.

To see Alta Fox Capital Management's original 13F reports (2024 Q4), please click on the "important" button.

Portfolio value: $280M+
Period: 2024 Q4
Number of stock: 13
Update: 14 Feb 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AMZN
AMAZONCOM INC
8.10%
103,652
$219.39
1.28% $216.58
$22,740,212
+99.90% (+51,800)
+4.05%
BBW
BUILD-A-BEAR WORKSHOP INC
2.01%
122,300
$46.04
16.94% $38.24
$5,630,692
buy
+2.01%
DAKT
DAKTRONICS INC
18.46%
3,074,336
$16.86
6.70% $15.73
$51,833,305
+310.70% (+2,325,779)
+13.97%
DV
DOUBLEVERIFY HOLDINGS INC
8.64%
1,263,234
$19.21
12.86% $21.68
$24,266,725
buy
+8.64%
FWRD
FORWARD AIR CORP
7.95%
692,144
$32.25
13.36% $27.94
$22,321,644
-13.17% (-104,948)
-1.21%
IDT
IDT CORP-CLASS B
1.67%
98,935
$47.52
2.31% $48.62
$4,701,391
-67.99% (-210,154)
-3.56%
IAS
INTEGRAL AD SCIENCE HOLDING
0.02%
5,800
$10.44
0.67% $10.37
$60,552
buy
+0.02%
MA
MASTERCARD INC - A
2.44%
13,000
$526.57
5.88% $557.51
$6,845,410
META
META PLATFORMS INC-CLASS A
3.84%
18,400
$585.51
16.74% $683.55
$10,773,384
MSFT
MICROSOFT CORP
9.28%
61,800
$421.50
3.15% $408.21
$26,048,700
+323.29% (+47,200)
+7.09%
NRDS
NERDWALLET INC-CL A
3.83%
809,086
$13.30
22.33% $10.33
$10,760,844
buy
+3.83%
REVG
REV GROUP INC
28.35%
2,497,167
$31.87
1.91% $31.26
$79,584,712
JW.A
WILEY (JOHN) & SONS-CLASS A
5.40%
347,047
$43.71
21.32% $53.03
$15,169,424
+171.77% (+219,349)
+3.42%
13 of 13

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
AIV
APARTMENT INVT & MGMT CO -A
723,045
-2.33%
MLR
MILLER INDUSTRIES INC/TENN
100
-0.00%
CASH
PATHWARD FINANCIAL INC
157,154
-3.70%
PRM
PERIMETER SOLUTIONS SA
953,153
-4.57%
VCTR
VICTORY CAPITAL HOLDING - A
126,800
-2.50%

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.