Connor Haley Holdings Activity

Alta Fox Capital Management Portfolio 13F

Alta Fox Capital Management has disclosed a total of 21 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 3, bought 8 totally new, decreased the number of shares of 4 and completely sold out 6 position(s).

What stocks is Connor Haley buying now?

In the recent quarter Connor Haley has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (DAKT) DAKTRONICS INC (added shares +94.31%), (TRS) TRIMAS CORP (new buy), (ATI) ALLEGHENY TECHNOLOGIES INC (new buy), (IAS) INTEGRAL AD SCIENCE HOLDING (added shares +20831.95%) and (ARCO) ARCOS DORADOS HOLDINGS INC-A (new buy).

What does Connor Haley invest in?

Connor Haley's top 5 holdings (by % of portfolio) are (REVG) REV GROUP INC (28.84%), (DAKT) DAKTRONICS INC (28.83%), (TRS) TRIMAS CORP (6.89%), (MSFT) MICROSOFT CORP (6.29%) and (AMZN) AMAZONCOM INC (6.26%).

In the latest report(s) the following changes have been made to the top investments: (REVG) REV GROUP INC (reduced shares -7.78%), (DAKT) DAKTRONICS INC (added shares +94.31%), (TRS) TRIMAS CORP (new buy), (MSFT) MICROSOFT CORP (reduced shares -31.55%) and (AMZN) AMAZONCOM INC (reduced shares -19.92%).

2025 Q1 (21 results)
RHLD
buy
+165,149
+2.05%
$31.34
13.08% $35.44
2.05%
ARCO
buy
+1,120,700
+3.58%
$8.06
7.32% $7.47
3.58%
TRS
buy
+742,005
+6.89%
$23.43
11.31% $26.08
6.89%
JYNT
buy
+403,096
+2.00%
$12.49
19.54% $10.05
2.00%
ARES
buy
+16,732
+0.97%
$146.61
9.05% $159.88
0.97%
RSKD
buy
+757,044
+1.39%
$4.62
8.23% $5.00
1.39%
ATI
buy
+216,300
+4.46%
$52.03
44.44% $75.15
4.46%
TNC
buy
+916
+0.03%
$79.75
8.20% $73.21
0.03%
IAS
+20,831.95%
+1,208,253
+3.86%
$8.06
0.74% $8.00
3.88%
DAKT
+94.31%
+2,899,263
+13.99%
$12.18
28.16% $15.61
28.83%
IDT
+37.52%
+37,125
+0.75%
$51.31
19.02% $61.07
2.77%
REVG
-7.78%
-194,365
-2.43%
$31.60
17.50% $37.13
28.84%
AMZN
-19.92%
-20,652
-1.56%
$190.26
6.75% $203.10
6.26%
MSFT
-31.55%
-19,500
-2.90%
$375.39
21.17% $454.86
6.29%
DV
-73.60%
-929,769
-4.93%
$13.37
2.84% $13.75
1.77%
NRDS
-100.00%
-809,086
-4.26%
$13.30
19.47% $10.71
0.00%
FWRD
-100.00%
-692,144
-8.85%
$32.25
46.39% $17.29
0.00%
BBW
-100.00%
-122,300
-2.23%
$46.04
11.06% $40.95
0.00%
JW.A
-100.00%
-347,047
-6.01%
$43.71
21.32% $53.03
0.00%
MA
-100.00%
-13,000
-2.71%
$526.57
8.27% $570.14
0.00%
META
-100.00%
-18,400
-4.27%
$585.51
8.72% $636.57
0.00%
2024 Q4 (15 results)
BBW
buy
+122,300
+2.01%
$46.04
11.06% $40.95
0.00%
NRDS
buy
+809,086
+3.83%
$13.30
19.47% $10.71
0.00%
IAS
buy
+5,800
+0.02%
$10.44
23.37% $8.00
0.02%
DV
buy
+1,263,234
+8.64%
$19.21
28.42% $13.75
8.64%
MSFT
+323.29%
+47,200
+7.09%
$421.50
7.91% $454.86
9.28%
DAKT
+310.70%
+2,325,779
+13.97%
$16.86
7.41% $15.61
18.46%
JW.A
+171.77%
+219,349
+3.42%
$43.71
21.32% $53.03
0.00%
AMZN
+99.90%
+51,800
+4.05%
$219.39
7.43% $203.10
8.10%
FWRD
-13.17%
-104,948
-1.21%
$32.25
46.39% $17.29
0.00%
IDT
-67.99%
-210,154
-3.56%
$47.52
28.51% $61.07
1.67%
CASH
-100.00%
-157,154
-3.70%
$66.01
17.54% $77.59
0.00%
PRM
-100.00%
-953,153
-4.57%
$13.45
12.34% $11.79
0.00%
AIV
-100.00%
-723,045
-2.33%
$9.04
13.27% $7.84
0.00%
VCTR
-100.00%
-126,800
-2.50%
$55.40
10.78% $61.37
0.00%
MLR
-100.00%
-100
-0.00%
$61.00
26.64% $44.75
0.00%
36 of 223

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.