Connor Haley Holdings Activity

Alta Fox Capital Management Portfolio 13F

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%), (TOST) TOAST INC-CLASS A (new buy), (BCO) BRINK'S CO/THE (new buy), (CARG) CARGURUS INC (added shares +24.64%) and (BTSG) BRIGHTSPRING HEALTH SERVICES (added shares +15.02%).

What does Connor Haley invest in?

Connor Haley's top 5 holdings (by % of portfolio) are (XPEL) XPEL INC (22.54%), (NATL) NCR ATLEOS CORP (18.01%), (DAKT) DAKTRONICS INC (17.45%), (BTSG) BRIGHTSPRING HEALTH SERVICES (16.05%) and (CARG) CARGURUS INC (14.31%).

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 (added shares +15.02%) and (CARG) CARGURUS INC (added shares +24.64%).

2026 Q1 (16 results)
IDT
buy
+97,010
+1.26%
$49.10
-
1.26%
BCO
buy
+111,700
+3.06%
$103.63
2.65% $100.88
3.06%
TOST
buy
+740,300
+5.19%
$26.51
5.43% $25.07
5.19%
XPEL
+33.38%
+481,620
+5.64%
$44.26
2.26% $45.26
22.54%
CARG
+24.64%
+313,802
+2.83%
$34.05
19.97% $27.25
14.31%
BTSG
+15.02%
+185,900
+2.10%
$42.61
42.88% $60.88
16.05%
DAKT
-9.69%
-361,800
-1.87%
$19.55
0.61% $19.43
17.45%
NATL
-19.99%
-389,992
-4.50%
$43.58
1.15% $44.08
18.01%
TRS
-60.34%
-339,927
-3.23%
$35.94
8.74% $39.08
2.13%
REZI
-100.00%
-1,266,700
-11.78%
$35.12
15.29% $29.75
0.00%
FIGS
-100.00%
-875,600
-2.63%
$11.36
5.37% $11.97
0.00%
AMZN
-100.00%
-83,000
-5.07%
$230.82
8.32% $250.02
0.00%
ARES
-100.00%
-100,600
-4.30%
$161.63
23.84% $123.10
0.00%
META
-100.00%
-16,600
-2.90%
$660.09
5.62% $622.98
0.00%
FICO
-100.00%
-11,810
-5.28%
$1,690.62
30.52% $1,174.66
0.00%
MSFT
-100.00%
-18,000
-2.30%
$483.62
11.64% $427.34
0.00%
2025 Q4 (19 results)
ARES
buy
+100,600
+3.50%
$161.63
23.84% $123.10
0.00%
REZI
buy
+1,266,700
+9.57%
$35.12
15.29% $29.75
0.00%
XPEL
+2,392.94%
+1,384,769
+14.87%
$49.91
9.32% $45.26
15.49%
BTSG
+168.72%
+776,975
+6.26%
$37.45
62.56% $60.88
9.97%
TRS
+67.60%
+227,231
+1.73%
$35.45
10.24% $39.08
4.30%
CARG
+15.91%
+174,844
+1.44%
$38.35
28.94% $27.25
10.51%
NATL
-1.18%
-23,272
-0.19%
$38.11
15.67% $44.08
16.00%
FIGS
-3.71%
-33,700
-0.08%
$11.36
5.37% $11.97
0.00%
FICO
-8.45%
-1,090
-0.40%
$1,690.62
30.52% $1,174.66
0.00%
DAKT
-15.74%
-697,600
-2.97%
$19.77
1.72% $19.43
15.88%
MSFT
-57.45%
-24,300
-2.53%
$483.62
11.64% $427.34
0.00%
DXCM
-100.00%
-379,100
-5.49%
$67.29
8.14% $72.77
0.00%
REVG
-100.00%
-807,457
-9.84%
$56.67
-
0.00%
DV
-100.00%
-1,231,900
-3.18%
$11.98
14.86% $10.20
0.00%
SN
-100.00%
-149,000
-3.31%
$103.15
17.56% $121.26
0.00%
JYNT
-100.00%
-288,377
-0.59%
$9.54
13.31% $8.27
0.00%
ATRO
-100.00%
-41,048
-0.40%
$45.61
83.10% $83.51
0.00%
TXT
-100.00%
-240,800
-4.38%
$84.49
8.15% $91.38
0.00%
NATR
-100.00%
-303,700
-1.01%
$15.52
28.22% $19.90
0.00%
35 of 299

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.