Connor Haley
Alta Fox Capital Management
Alta Fox Capital Management Portfolio 13F
Connor Haley Holdings Activity
- Portfolio value:
- $497.19M~ (+$119M~)
- Previous value:
- $377.80M~
- # of changes:
- 15
- New positions:
- 8
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Alta Fox Capital Management has disclosed a total of 15 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 2, bought 8 totally new, decreased the number of shares of 3 and completely sold out 2 position(s).
What stocks is Connor Haley buying now?
In the recent quarter Connor Haley has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (XPEL) Xpel Inc (added shares +3.40%), (BCO) Brinks Company (added shares +190.32%), (WLDN) Willdan Group Inc (new buy), (HNGE) Hinge Health, Inc (new buy) and (WAY) Waystar Holding Corp (new buy).
15 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Douglas Dynamics Inc
|
new
|
+192,342
|
192,342
|
+2.09%
|
$53.95
|
-21.71%($42.24)
|
2.09%
|
2026 Q2
|
~0.25 years
|
|
|
|
Hinge Health, Inc
|
new
|
+272,100
|
272,100
|
+4.54%
|
$83.00
|
+6.90%($88.72)
|
4.54%
|
2026 Q2
|
~0.25 years
|
|
|
|
Insulet Corp
|
new
|
+82,600
|
82,600
|
+2.53%
|
$152.25
|
-1.99%($149.22)
|
2.53%
|
2026 Q2
|
~0.25 years
|
|
|
|
Valmont Industries Inc
|
new
|
+36,480
|
36,480
|
+4.24%
|
$577.60
|
-16.07%($484.80)
|
4.24%
|
2026 Q2
|
~0.25 years
|
|
|
|
Valvoline Inc
|
new
|
+299,971
|
299,971
|
+2.39%
|
$39.54
|
-13.94%($34.03)
|
2.39%
|
2026 Q2
|
~0.25 years
|
|
|
|
Waystar Holding Corp
|
new
|
+1,039,000
|
1,039,000
|
+4.29%
|
$20.53
|
+21.68%($24.98)
|
4.29%
|
2026 Q2
|
~0.25 years
|
|
|
|
Wex Inc
|
new
|
+91,000
|
91,000
|
+2.58%
|
$141.09
|
+40.48%($198.21)
|
2.58%
|
2026 Q2
|
~0.25 years
|
|
|
|
Willdan Group Inc
|
new
|
+359,806
|
359,806
|
+5.72%
|
$79.10
|
+7.33%($84.90)
|
5.72%
|
2026 Q2
|
~0.25 years
|
|
|
|
Brinks Company
|
+190.32%
|
+212,585
|
324,285
|
+4.04%
|
$94.49
|
+18.28%($111.76)
|
6.16%
|
2026 Q1
|
~0.50 years
|
|
|
|
Xpel Inc
|
+3.40%
|
+65,500
|
1,989,758
|
+0.65%
|
$49.60
|
+2.76%($50.97)
|
19.85%
|
2025 Q3
|
~1.00 year
|
|
* 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. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".