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 12 security holdings in their (2024 Q1) SEC 13F filing(s) with portfolio value of $130,814,623.

What stocks does Connor Haley own?

In Connor Haley's portfolio as of 31 Mar 2024, the top 5 holdings are (FCFS) FIRSTCASH HOLDINGS INC (27.39%), (DAKT) DAKTRONICS INC (11.18%), (GOOGL) ALPHABET INC-CL A (8.93%), (WCN) WASTE CONNECTIONS INC (8.75%) and (IDT) IDT CORP-CLASS B (7.22%).

To see the historical data of Alta Fox Capital Management's portfolio holdings please click on the "2024 Q1" dropdown menu and select the date.

To see Alta Fox Capital Management's original 13F reports (2024 Q1), please click on the "important" button.

Portfolio value: $130M+
Period: 2024 Q1
Number of stock: 12
Update: 15 May 2024
GOOGL
8.93%
77,400
$150.93
16.74% $176.19
$11,681,982
+207.14% (+52,200)
+6.02%
AMZN
7.15%
51,852
$180.38
1.67% $183.39
$9,353,064
DAKT
11.18%
1,468,557
$9.96
10.04% $10.96
$14,626,828
FCFS
27.39%
280,945
$127.54
14.58% $108.94
$35,831,725
+14.09% (+34,700)
+3.38%
HLT
4.23%
25,922
$213.31
0.97% $215.38
$5,529,422
-50.74% (-26,700)
-4.35%
IDT
7.22%
249,741
$37.81
4.84% $35.98
$9,442,707
+29.02% (+56,175)
+1.62%
MAR
4.09%
21,200
$252.31
3.42% $243.69
$5,348,972
-44.50% (-17,000)
-3.28%
MA
4.79%
13,000
$481.57
6.82% $448.71
$6,260,410
+209.52% (+8,800)
+3.24%
MSFT
4.70%
14,600
$420.72
6.23% $446.95
$6,142,512
-32.09% (-6,900)
-2.22%
REVG
4.81%
285,084
$22.09
23.09% $27.19
$6,297,506
buy
+4.81%
WCN
8.75%
66,515
$172.01
0.02% $172.05
$11,441,245
-18.49% (-15,085)
-1.98%
WSC
6.77%
190,500
$46.50
17.40% $38.41
$8,858,250
12 of 12

Completely sold out

GRND
1,597,555
-10.72%
IWM
86,700
-13.30%
KKR
56,460
-3.58%
MTCH
395,300
-11.03%

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.