Connor Haley
Alta Fox Capital Management
Alta Fox Capital Management Portfolio 13F
Connor Haley Holdings Activity
- Portfolio value:
- $367.90M≈ (+$116M≈)
- Previous value:
- $252.33M≈
- # of changes:
- 18
- New positions:
- 7
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 14 Aug 2025
Alta Fox Capital Management has disclosed a total of 18 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 5, bought 7 totally new, decreased the number of shares of 3 and completely sold out 3 position(s).
What stocks did Connor Haley buy in 2025 Q2?
During 2025 Q2 Connor Haley has bought 12 securities out of which top 5 purchases (by % change to portfolio) were (NATL) NCR Atleos Corp (new buy), (DXCM) DexCom Inc (new buy), (IAS) Integral Ad Science Holding LLC (added shares +48.27%), (ARES) Ares Management LP (added shares +374.13%) and (META) Meta Platforms Inc (new buy).
18 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Astronics Corp
|
new
|
+90,297.6
|
90,297.6
|
+0.68%
|
$27.90
|
+150.65%($69.93)
|
0.68%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
DexCom Inc
|
new
|
+247,900
|
247,900
|
+5.88%
|
$87.29
|
-4.35%($83.50)
|
5.88%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Douglas Dynamics Inc
|
new
|
+266,843
|
266,843
|
+2.14%
|
$29.47
|
+50.59%($44.38)
|
2.14%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Meta Platforms Inc
|
new
|
+16,600
|
16,600
|
+3.33%
|
$738.09
|
-25.59%($549.19)
|
3.33%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Natures Sunshine Products Inc
|
new
|
+450,000
|
450,000
|
+1.81%
|
$14.79
|
+36.61%($20.21)
|
1.81%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
NCR Atleos Corp
|
new
|
+1,513,127
|
1,513,127
|
+11.73%
|
$28.53
|
+63.69%($46.70)
|
11.73%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Tat Techno
|
new
|
+122,790
|
122,790
|
+1.02%
|
$30.54
|
+28.75%($39.32)
|
1.02%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Ares Management LP
|
+374.13%
|
+62,600
|
79,332
|
+2.95%
|
$173.20
|
-26.65%($127.04)
|
3.73%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
Integral Ad Science Holding LLC
|
+48.27%
|
+586,037
|
1,800,090
|
+1.32%
|
$8.31
|
|
4.07%
|
2024 Q4
|
≈ 0.75 years
|
|
|
|
The Joint Corp
|
+44.35%
|
+178,781
|
581,877
|
+0.56%
|
$11.54
|
-27.21%($8.40)
|
1.83%
|
2025 Q1
|
≈ 0.50 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.