Connor Haley
Alta Fox Capital Management
Alta Fox Capital Management Portfolio 13F
Connor Haley Holdings Activity
- Portfolio value:
- $280.74M≈ (+$85M≈)
- Previous value:
- $195.57M≈
- # of changes:
- 15
- New positions:
- 4
- Reported for:
- 31 Dec 2024 (Q4)
- Latest filing date:
- 14 Feb 2025
Alta Fox Capital Management has disclosed a total of 15 changes to the portfolio in the (2024 Q4) SEC report(s): increased the number of shares of 4, bought 4 totally new, decreased the number of shares of 2 and completely sold out 5 position(s).
What stocks did Connor Haley buy in 2024 Q4?
During 2024 Q4 Connor Haley has bought 8 securities out of which top 5 purchases (by % change to portfolio) were (DAKT) Daktronics Inc (added shares +310.70%), (MSFT) Microsoft Corp (added shares +323.29%), (DV) DoubleVerify Holdings Inc (new buy), (AMZN) Amazon.com Inc (added shares +99.90%) and (WLY) John Wiley & Sons (added shares +171.77%).
15 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Build-A-Bear Workshop Inc
|
new
|
+122,300
|
122,300
|
+2.01%
|
$46.04
|
-26.50%($33.84)
|
2.01%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
DoubleVerify Holdings Inc
|
new
|
+1,263,234
|
1,263,234
|
+8.64%
|
$19.21
|
-41.88%($11.16)
|
8.64%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
Integral Ad Science Holding LLC
|
new
|
+5,800
|
5,800
|
+0.02%
|
$10.44
|
|
0.02%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
Nerdwallet Inc
|
new
|
+809,086
|
809,086
|
+3.83%
|
$13.30
|
-32.67%($8.96)
|
3.83%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
Microsoft Corp
|
+323.29%
|
+47,200
|
61,800
|
+7.09%
|
$421.50
|
+9.41%($461.18)
|
9.28%
|
2023 Q3
|
≈ 1.50 years
|
|
|
|
Daktronics Inc
|
+310.70%
|
+2,325,779
|
3,074,336
|
+13.97%
|
$16.86
|
+17.20%($19.76)
|
18.46%
|
2022 Q3
|
≈ 2.50 years
|
|
|
|
John Wiley & Sons
|
+171.77%
|
+219,349
|
347,047
|
+3.42%
|
$43.71
|
+19.62%($52.28)
|
5.40%
|
2024 Q3
|
≈ 0.50 years
|
|
|
|
Amazon.com Inc
|
+99.90%
|
+51,800
|
103,652
|
+4.05%
|
$219.39
|
+23.55%($271.05)
|
8.10%
|
2023 Q2
|
≈ 1.75 years
|
|
|
|
FORWARD AIR CORP
|
-13.17%
|
-104,948
|
692,144
|
-1.73%
|
$32.25
|
-56.06%($14.17)
|
7.95%
|
2024 Q3
|
≈ 0.50 years
|
|
|
|
IDT Corp
|
-67.99%
|
-210,154
|
98,935
|
-5.11%
|
$47.52
|
+37.71%($65.44)
|
1.67%
|
2023 Q4
|
≈ 1.25 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.