Connor Haley
Alta Fox Capital Management
Alta Fox Capital Management Portfolio 13F
Connor Haley Holdings Activity
- Portfolio value:
- $157.51M≈ (+$27M≈)
- Previous value:
- $130.81M≈
- # of changes:
- 13
- New positions:
- 5
- Reported for:
- 30 Jun 2024 (Q2)
- Latest filing date:
- 14 Aug 2024
Alta Fox Capital Management has disclosed a total of 13 changes to the portfolio in the (2024 Q2) SEC report(s): increased the number of shares of 1, bought 5 totally new, decreased the number of shares of 3 and completely sold out 4 position(s).
What stocks did Connor Haley buy in 2024 Q2?
During 2024 Q2 Connor Haley has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (REVG) Rev Group Inc (added shares +755.82%), (CASH) Meta Financial Group Inc (new buy), (ALV) Autoliv Inc (new buy), (APP) Applovin Corp (new buy) and (RCMT) RCM Technologies Inc (new buy).
13 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Applovin Corp
|
new
|
+102,500
|
102,500
|
+5.42%
|
$83.22
|
+368.85%($390.18)
|
5.42%
|
2024 Q2
|
≈ 0.25 years
|
|
|
|
Autoliv Inc
|
new
|
+135,800
|
135,800
|
+9.22%
|
$106.99
|
+14.95%($122.99)
|
9.22%
|
2024 Q2
|
≈ 0.25 years
|
|
|
|
Meta Financial Group Inc
|
new
|
+345,724
|
345,724
|
+12.42%
|
$56.57
|
+56.13%($88.32)
|
12.42%
|
2024 Q2
|
≈ 0.25 years
|
|
|
|
RCM Technologies Inc
|
new
|
+65,019
|
65,019
|
+0.77%
|
$18.72
|
+50.69%($28.21)
|
0.77%
|
2024 Q2
|
≈ 0.25 years
|
|
|
|
Rocky Brands Inc
|
new
|
+20,018
|
20,018
|
+0.47%
|
$36.96
|
+31.18%($48.48)
|
0.47%
|
2024 Q2
|
≈ 0.25 years
|
|
|
|
Rev Group Inc
|
+755.82%
|
+2,154,735
|
2,439,819
|
+34.05%
|
$24.89
|
|
38.55%
|
2024 Q1
|
≈ 0.50 years
|
|
|
|
IDT Corp
|
-42.84%
|
-106,993
|
142,748
|
-2.94%
|
$35.92
|
+82.18%($65.44)
|
3.26%
|
2023 Q4
|
≈ 0.75 years
|
|
|
|
Daktronics Inc
|
-49.03%
|
-720,000
|
748,557
|
-7.68%
|
$13.95
|
+41.65%($19.76)
|
6.63%
|
2022 Q3
|
≈ 2.00 years
|
|
|
|
Willscot Mobile Mini Holdings Corp A
|
-96.39%
|
-183,628
|
6,872
|
-5.28%
|
$37.64
|
-35.33%($24.34)
|
0.16%
|
2023 Q2
|
≈ 1.25 years
|
|
|
|
Hilton Worldwide Holdings Inc
|
-100%
|
-25,922
|
0
|
-4.23%
|
$213.31
|
+50.27%($320.54)
|
0.00%
|
2023 Q2
|
≈ 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.