Connor Haley
Alta Fox Capital Management
Alta Fox Capital Management Portfolio 13F
Connor Haley Holdings Activity
- Portfolio value:
- $377.80M≈ (-$87M≈)
- Previous value:
- $464.79M≈
- # of changes:
- 16
- New positions:
- 3
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
Alta Fox Capital Management has disclosed a total of 16 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 3, bought 3 totally new, decreased the number of shares of 3 and completely sold out 7 position(s).
What stocks is Connor Haley buying now?
In the recent quarter Connor Haley has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (XPEL) Xpel Inc (added shares +33.38%), (BTSG) BrightSpring Health Services, Inc (added shares +15.02%), (CARG) CarGurus (added shares +24.64%), (TOST) Toast Inc (new buy) and (BCO) Brinks Company (new buy).
In the latest report(s) the following changes have been made to the top investments: (XPEL) Xpel Inc (added shares +33.38%), (NATL) NCR Atleos Corp (reduced shares -19.99%), (DAKT) Daktronics Inc (reduced shares -9.69%), (BTSG) BrightSpring Health Services, Inc (added shares +15.02%) and (CARG) CarGurus (added shares +24.64%).
16 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Brinks Company
|
new
|
+111,700
|
111,700
|
+3.06%
|
$103.63
|
+12.26%($116.34)
|
3.06%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
IDT Corp
|
new
|
+97,010
|
97,010
|
+1.26%
|
$49.10
|
+33.28%($65.44)
|
1.26%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Toast Inc
|
new
|
+740,300
|
740,300
|
+5.19%
|
$26.51
|
+22.01%($32.34)
|
5.19%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Xpel Inc
|
+33.38%
|
+481,620
|
1,924,258
|
+5.64%
|
$44.26
|
-1.15%($43.75)
|
22.54%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
CarGurus
|
+24.64%
|
+313,802
|
1,587,346
|
+2.83%
|
$34.05
|
+5.36%($35.88)
|
14.31%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
BrightSpring Health Services, Inc
|
+15.02%
|
+185,900
|
1,423,400
|
+2.1%
|
$42.61
|
+41.38%($60.24)
|
16.05%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
Daktronics Inc
|
-9.69%
|
-361,800
|
3,371,399
|
-1.52%
|
$19.55
|
+1.07%($19.76)
|
17.45%
|
2022 Q3
|
≈ 3.75 years
|
|
|
|
NCR Atleos Corp
|
-19.99%
|
-389,992
|
1,560,889
|
-3.66%
|
$43.58
|
+7.16%($46.70)
|
18.01%
|
2025 Q2
|
≈ 1.00 year
|
|
|
|
TriMas Corp
|
-60.34%
|
-339,927
|
223,448
|
-2.63%
|
$35.94
|
+10.63%($39.76)
|
2.13%
|
2025 Q1
|
≈ 1.25 years
|
|
|
|
Amazon.com Inc
|
-100%
|
-83,000
|
0
|
-4.12%
|
$230.82
|
+17.43%($271.05)
|
0.00%
|
2023 Q2
|
≈ 2.75 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.