Connor Haley
Alta Fox Capital Management
Alta Fox Capital Management Portfolio 13F
Connor Haley Holdings Activity
- Portfolio value:
- $156.41M≈ (+$65M≈)
- Previous value:
- $91.27M≈
- # of changes:
- 17
- New positions:
- 4
- Reported for:
- 31 Dec 2023 (Q4)
- Latest filing date:
- 14 Feb 2024
Alta Fox Capital Management has disclosed a total of 17 changes to the portfolio in the (2023 Q4) SEC report(s): increased the number of shares of 4, bought 4 totally new, decreased the number of shares of 4 and completely sold out 5 position(s).
What stocks did Connor Haley buy in 2023 Q4?
During 2023 Q4 Connor Haley has bought 8 securities out of which top 5 purchases (by % change to portfolio) were (FCFS) FirstCash Inc (new buy), (IWM) iShares Russell 2000 ETF (new buy), (MTCH) Match Group Inc (new buy), (GRND) Grindr Inc (added shares +690.72%) and (WCN) Waste Connections Inc (added shares +58.14%).
17 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
FirstCash Inc
|
new
|
+246,245
|
246,245
|
+17.06%
|
$108.39
|
+88.61%($204.43)
|
17.06%
|
2023 Q4
|
≈ 0.25 years
|
|
|
|
IDT Corp
|
new
|
+193,566
|
193,566
|
+4.22%
|
$34.09
|
+91.96%($65.44)
|
4.22%
|
2023 Q4
|
≈ 0.25 years
|
|
|
|
iShares Russell 2000 ETF
|
new
|
+86,700
|
86,700
|
+11.13%
|
$200.71
|
+45.27%($291.56)
|
11.13%
|
2023 Q4
|
≈ 0.25 years
|
|
|
|
Match Group Inc
|
new
|
+395,300
|
395,300
|
+9.23%
|
$36.50
|
+7.26%($39.15)
|
9.23%
|
2023 Q4
|
≈ 0.25 years
|
|
|
|
Grindr Inc
|
+690.72%
|
+1,395,517
|
1,597,555
|
+7.83%
|
$8.78
|
+94.02%($17.04)
|
8.97%
|
2023 Q3
|
≈ 0.50 years
|
|
|
|
Waste Connections Inc
|
+58.14%
|
+30,000
|
81,600
|
+2.86%
|
$149.27
|
+12.80%($168.37)
|
7.79%
|
2023 Q2
|
≈ 0.75 years
|
|
|
|
Willscot Mobile Mini Holdings Corp A
|
+18.91%
|
+30,300
|
190,500
|
+0.86%
|
$44.50
|
-45.30%($24.34)
|
5.42%
|
2023 Q2
|
≈ 0.75 years
|
|
|
|
Amazon.com Inc
|
+3.18%
|
+1,600
|
51,852
|
+0.16%
|
$151.94
|
+78.39%($271.05)
|
5.04%
|
2023 Q2
|
≈ 0.75 years
|
|
|
|
Microsoft Corp
|
-4.02%
|
-900
|
21,500
|
-0.37%
|
$376.04
|
+22.64%($461.18)
|
5.17%
|
2023 Q3
|
≈ 0.50 years
|
|
|
|
Hilton Worldwide Holdings Inc
|
-6.24%
|
-3,500
|
52,622
|
-0.7%
|
$182.09
|
+76.03%($320.54)
|
6.13%
|
2023 Q2
|
≈ 0.75 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.