Connor Haley
Alta Fox Capital Management
Alta Fox Capital Management Portfolio 13F
Connor Haley Holdings Activity
- Portfolio value:
- $448.51M≈ (+$81M≈)
- Previous value:
- $367.90M≈
- # of changes:
- 23
- New positions:
- 7
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 14 Nov 2025
Alta Fox Capital Management has disclosed a total of 23 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 3, bought 7 totally new, decreased the number of shares of 6 and completely sold out 7 position(s).
What stocks did Connor Haley buy in 2025 Q3?
23 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
BrightSpring Health Services, Inc
|
new
|
+460,525
|
460,525
|
+3.04%
|
$29.56
|
+103.79%($60.24)
|
3.04%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
CarGurus
|
new
|
+1,098,700
|
1,098,700
|
+9.12%
|
$37.23
|
-3.64%($35.88)
|
9.12%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Fair Isaac Corp
|
new
|
+12,900
|
12,900
|
+4.3%
|
$1,496.53
|
-25.19%($1,119.57)
|
4.30%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Figs Inc
|
new
|
+909,300
|
909,300
|
+1.36%
|
$6.69
|
+57.17%($10.52)
|
1.36%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
SHARKNINJA INC
|
new
|
+149,000
|
149,000
|
+3.43%
|
$103.15
|
+57.47%($162.43)
|
3.43%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Textron Inc
|
new
|
+240,800
|
240,800
|
+4.54%
|
$84.49
|
+1.56%($85.81)
|
4.54%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Xpel Inc
|
new
|
+57,869
|
57,869
|
+0.43%
|
$33.07
|
+32.30%($43.75)
|
0.43%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
DoubleVerify Holdings Inc
|
+233.49%
|
+862,500
|
1,231,900
|
+2.3%
|
$11.98
|
-6.80%($11.16)
|
3.29%
|
2024 Q4
|
≈ 1.00 year
|
|
|
|
DexCom Inc
|
+52.92%
|
+131,200
|
379,100
|
+1.97%
|
$67.29
|
+24.08%($83.50)
|
5.69%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
NCR Atleos Corp
|
+30.47%
|
+461,026
|
1,974,153
|
+4.04%
|
$39.31
|
+18.80%($46.70)
|
17.30%
|
2025 Q2
|
≈ 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.