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 14 security holdings in their (2024 Q3) SEC 13F filing(s) with portfolio value of $195,567,840.

What stocks does Connor Haley own?

In Connor Haley's portfolio as of 30 Sep 2024, the top 5 holdings are (REVG) REV GROUP INC (35.83%), (FWRD) FORWARD AIR CORP (14.43%), (PRM) PERIMETER SOLUTIONS SA (6.56%), (IDT) IDT CORP-CLASS B (6.03%) and (META) META PLATFORMS INC-CLASS A (5.39%).

To see the historical data of Alta Fox Capital Management's portfolio holdings please click on the "2024 Q3" dropdown menu and select the date.

To see Alta Fox Capital Management's original 13F reports (2024 Q3), please click on the "important" button.

Portfolio value: $195M+
Period: 2024 Q3
Number of stock: 14
Update: 14 Nov 2024
AMZN
4.94%
51,852
$186.33
20.77% $225.04
$9,661,583
AIV
3.34%
723,045
$9.04
3.43% $8.73
$6,536,327
buy
+3.34%
DAKT
4.94%
748,557
$12.91
49.03% $19.24
$9,663,871
FWRD
14.43%
797,092
$35.40
5.68% $33.39
$28,217,057
buy
+14.43%
IDT
6.03%
309,089
$38.17
36.78% $52.21
$11,797,927
+116.53% (+166,341)
+3.25%
MA
3.28%
13,000
$493.80
7.13% $529.01
$6,419,400
META
5.39%
18,400
$572.44
8.19% $619.32
$10,532,896
buy
+5.39%
MSFT
3.21%
14,600
$430.30
3.03% $443.33
$6,282,380
MLR
0.00%
100
$61.00
18.61% $72.35
$6,100
buy
+0.00%
CASH
5.30%
157,154
$66.01
24.77% $82.36
$10,373,736
-54.54% (-188,570)
-6.36%
PRM
6.56%
953,153
$13.45
4.61% $12.83
$12,819,908
buy
+6.56%
REVG
35.83%
2,497,167
$28.06
5.49% $29.60
$70,070,506
+2.35% (+57,348)
+0.82%
VCTR
3.59%
126,800
$55.40
17.65% $65.18
$7,024,720
buy
+3.59%
JW.A
3.15%
127,698
$48.25
9.91% $53.03
$6,161,429
buy
+3.15%
14 of 14

Completely sold out

GOOGL
77,400
-7.21%
APP
102,500
-4.36%
ALV
135,800
-7.43%
RCMT
65,019
-0.62%
RCKY
20,018
-0.38%
WSC
6,872
-0.13%

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.