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)
ARCO
buy
+745,265
+3.58%
$8.06
5.71% $7.60
3.58%
TRS
buy
+742,005
+6.89%
$23.43
16.73% $27.35
6.89%
JYNT
buy
+403,096
+2.00%
$12.49
0.32% $12.45
2.00%
ARES
buy
+16,732
+0.97%
$146.61
16.51% $170.81
0.97%
RSKD
buy
+757,044
+1.39%
$4.62
6.06% $4.90
1.39%
ATI
buy
+216,300
+4.46%
$52.03
61.70% $84.13
4.46%
TNC
buy
+554
+0.03%
$79.75
4.55% $76.12
0.03%
RHLD
buy
+102,392
+2.05%
$31.34
20.23% $37.68
2.05%
IAS
+20,831.95%
+767,240
+3.86%
$8.06
2.48% $8.26
3.88%
DAKT
+94.31%
+1,884,520
+13.99%
$12.18
17.00% $14.25
28.83%
IDT
+37.52%
+37,125
+0.75%
$51.31
26.21% $64.76
2.77%
REVG
-7.78%
-194,365
-2.43%
$31.60
42.53% $45.04
28.84%
AMZN
-19.92%
-20,652
-1.56%
$190.26
12.08% $213.24
6.26%
MSFT
-31.55%
-19,500
-2.90%
$375.39
27.57% $478.87
6.29%
DV
-73.60%
-929,769
-4.93%
$13.37
11.59% $14.92
1.77%
BBW
-100.00%
-122,300
-2.23%
$46.04
9.73% $50.52
0.00%
META
-100.00%
-18,400
-4.27%
$585.51
18.42% $693.36
0.00%
NRDS
-100.00%
-809,086
-4.26%
$13.30
19.25% $10.74
0.00%
FWRD
-100.00%
-692,144
-8.85%
$32.25
36.74% $20.40
0.00%
JW.A
-100.00%
-338,370
-6.01%
$43.71
21.32% $53.03
0.00%
MA
-100.00%
-13,000
-2.71%
$526.57
11.91% $589.28
0.00%
2024 Q4 (15 results)
BBW
buy
+122,300
+2.01%
$46.04
9.73% $50.52
0.00%
NRDS
buy
+809,086
+3.83%
$13.30
19.25% $10.74
0.00%
IAS
buy
+2,929
+0.02%
$10.44
20.88% $8.26
0.02%
DV
buy
+656,881
+8.64%
$19.21
22.33% $14.92
8.64%
MSFT
+323.29%
+46,728
+7.09%
$421.50
13.61% $478.87
9.28%
DAKT
+310.70%
+2,325,779
+13.97%
$16.86
15.48% $14.25
18.46%
JW.A
+171.77%
+213,865
+3.42%
$43.71
21.32% $53.03
0.00%
AMZN
+99.90%
+27,712
+4.05%
$219.39
2.80% $213.24
8.10%
FWRD
-13.17%
-104,948
-1.21%
$32.25
36.74% $20.40
0.00%
IDT
-67.99%
-210,154
-3.56%
$47.52
36.28% $64.76
1.67%
CASH
-100.00%
-143,795
-3.70%
$66.01
15.03% $75.93
0.00%
PRM
-100.00%
-953,153
-4.57%
$13.45
0.15% $13.43
0.00%
AIV
-100.00%
-723,045
-2.33%
$9.04
6.31% $8.47
0.00%
VCTR
-100.00%
-114,120
-2.50%
$55.40
14.28% $63.31
0.00%
MLR
-100.00%
-100
-0.00%
$61.00
25.10% $45.69
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.