Connor Haley
Alta Fox Capital Management
Alta Fox Capital Management Portfolio 13F
Connor Haley Holdings Activity
- Portfolio value:
- $252.33M≈ (-$28M≈)
- Previous value:
- $280.74M≈
- # of changes:
- 21
- New positions:
- 8
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 15 May 2025
Alta Fox Capital Management has disclosed a total of 21 changes to the portfolio in the (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 did Connor Haley buy in 2025 Q1?
During 2025 Q1 Connor Haley has bought 11 securities out of which top 5 purchases (by % change to portfolio) were (DAKT) Daktronics Inc (added shares +94.31%), (TRS) TriMas Corp (new buy), (ATI) Allegheny Technologies Incorporated (new buy), (IAS) Integral Ad Science Holding LLC (added shares +20,831.95%) and (ARCO) ARCOS DORADOS HOLDINGS INC-A (new buy).
In the 2025 Q1 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) Amazon.com Inc (reduced shares -19.92%).
21 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
ARCOS DORADOS HOLDINGS INC-A
|
new
|
+1,120,700
|
1,120,700
|
+3.58%
|
$8.06
|
+1.50%($8.18)
|
3.58%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Ares Management LP
|
new
|
+16,732
|
16,732
|
+0.97%
|
$146.61
|
-13.35%($127.04)
|
0.97%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Allegheny Technologies Incorporated
|
new
|
+216,300
|
216,300
|
+4.46%
|
$52.03
|
+264.50%($189.65)
|
4.46%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
The Joint Corp
|
new
|
+403,096
|
403,096
|
+2%
|
$12.49
|
-32.75%($8.40)
|
2.00%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Resolute Holdings Management, Inc
|
new
|
+165,149
|
165,149
|
+2.05%
|
$31.34
|
+295.31%($123.89)
|
2.05%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
RISKIFIED LTD-A
|
new
|
+757,044
|
757,044
|
+1.39%
|
$4.62
|
+12.01%($5.18)
|
1.39%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Tennant Company
|
new
|
+916
|
916
|
+0.03%
|
$79.75
|
+5.50%($84.14)
|
0.03%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
TriMas Corp
|
new
|
+742,005
|
742,005
|
+6.89%
|
$23.43
|
+69.70%($39.76)
|
6.89%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Integral Ad Science Holding LLC
|
+20,831.95%
|
+1,208,253
|
1,214,053
|
+3.86%
|
$8.06
|
|
3.88%
|
2024 Q4
|
≈ 0.50 years
|
|
|
|
Daktronics Inc
|
+94.31%
|
+2,899,263
|
5,973,599
|
+13.99%
|
$12.18
|
+62.23%($19.76)
|
28.83%
|
2022 Q3
|
≈ 2.75 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.