Connor Haley
Alta Fox Capital Management
Alta Fox Capital Management Portfolio 13F
Connor Haley Holdings Activity
- Portfolio value:
- $464.79M≈ (+$16M≈)
- Previous value:
- $448.51M≈
- # of changes:
- 19
- New positions:
- 2
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 13 Feb 2026
Alta Fox Capital Management has disclosed a total of 19 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 5 and completely sold out 8 position(s).
What stocks did Connor Haley buy in 2025 Q4?
During 2025 Q4 Connor Haley has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (XPEL) Xpel Inc (added shares +2,392.94%), (CARG) CarGurus (added shares +15.91%), (BTSG) BrightSpring Health Services, Inc (added shares +168.72%), (REZI) Resideo Technologies Inc (new buy) and (TRS) TriMas Corp (added shares +67.60%).
In the 2025 Q4 report(s) the following changes have been made to the top investments: (NATL) NCR Atleos Corp (reduced shares -1.18%), (DAKT) Daktronics Inc (reduced shares -15.74%), (XPEL) Xpel Inc (added shares +2,392.94%), (CARG) CarGurus (added shares +15.91%) and (BTSG) BrightSpring Health Services, Inc (added shares +168.72%).
19 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Ares Management LP
|
new
|
+100,600
|
100,600
|
+3.5%
|
$161.63
|
-21.40%($127.04)
|
3.50%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Resideo Technologies Inc
|
new
|
+1,266,700
|
1,266,700
|
+9.57%
|
$35.12
|
-2.51%($34.24)
|
9.57%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Xpel Inc
|
+2,392.94%
|
+1,384,769
|
1,442,638
|
+14.87%
|
$49.91
|
-12.34%($43.75)
|
15.49%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
BrightSpring Health Services, Inc
|
+168.72%
|
+776,975
|
1,237,500
|
+6.26%
|
$37.45
|
+60.85%($60.24)
|
9.97%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
TriMas Corp
|
+67.60%
|
+227,231
|
563,375
|
+1.73%
|
$35.45
|
+12.16%($39.76)
|
4.30%
|
2025 Q1
|
≈ 1.00 year
|
|
|
|
CarGurus
|
+15.91%
|
+174,844
|
1,273,544
|
+1.44%
|
$38.35
|
-6.45%($35.88)
|
10.51%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
NCR Atleos Corp
|
-1.18%
|
-23,272
|
1,950,881
|
-0.2%
|
$38.11
|
+22.54%($46.70)
|
16.00%
|
2025 Q2
|
≈ 0.75 years
|
|
|
|
Figs Inc
|
-3.71%
|
-33,700
|
875,600
|
-0.09%
|
$11.36
|
-7.44%($10.52)
|
2.14%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Fair Isaac Corp
|
-8.45%
|
-1,090
|
11,810
|
-0.41%
|
$1,690.62
|
-33.78%($1,119.57)
|
4.30%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Daktronics Inc
|
-15.74%
|
-697,600
|
3,733,199
|
-3.07%
|
$19.77
|
-0.05%($19.76)
|
15.88%
|
2022 Q3
|
≈ 3.50 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.