Connor Haley Holdings Activity

Alta Fox Capital Management Portfolio 13F

Alta Fox Capital Management has disclosed a total of 21 changes to the portfolio in the latest (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 is Connor Haley buying now?

In the recent quarter Connor Haley has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (DAKT) DAKTRONICS INC (added shares +94.31%), (TRS) TRIMAS CORP (new buy), (ATI) ALLEGHENY TECHNOLOGIES INC (new buy), (IAS) INTEGRAL AD SCIENCE HOLDING (added shares +20831.95%) and (ARCO) ARCOS DORADOS HOLDINGS INC-A (new buy).

What does Connor Haley invest in?

Connor Haley's top 5 holdings (by % of portfolio) are (REVG) REV GROUP INC (28.84%), (DAKT) DAKTRONICS INC (28.83%), (TRS) TRIMAS CORP (6.89%), (MSFT) MICROSOFT CORP (6.29%) and (AMZN) AMAZONCOM INC (6.26%).

In the latest 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) AMAZONCOM INC (reduced shares -19.92%).

2023 Q3 (10 results)
DOLE
-11.13%
-50,000
-0.63%
$11.58
18.57% $13.73
0.00%
DAKT
-17.75%
-363,226
-3.55%
$8.92
77.91% $15.87
16.45%
HLT
-36.01%
-31,578
-5.20%
$150.18
80.35% $270.85
9.23%
CASH
-44.27%
-147,202
-7.43%
$46.09
74.57% $80.46
0.00%
MAR
-53.43%
-47,500
-10.23%
$196.56
38.16% $271.56
8.92%
TBBK
-100.00%
-210,318
-9.90%
$32.65
112.04% $69.23
0.00%
BRAG
-100.00%
-153,200
-0.52%
$3.07
49.84% $4.60
0.00%
JYNT
-100.00%
-526,649
-13.30%
$16.83
32.66% $11.33
0.00%
ARES
-100.00%
-49,368
-5.21%
$96.35
85.67% $178.89
0.00%
ELY
-100.00%
-472,589
-14.37%
$19.85
7.46% $21.33
0.00%
2023 Q2 (9 results)
ELY
-14.57%
-80,580
-1.84%
$19.85
7.46% $21.33
0.00%
CASH
-15.20%
-59,600
-2.27%
$46.36
73.55% $80.46
12.67%
DAKT
-25.44%
-698,200
-3.67%
$6.40
147.97% $15.87
10.76%
TBBK
-50.80%
-217,181
-7.67%
$32.65
112.04% $69.23
0.00%
ARES
-65.32%
-93,000
-7.36%
$96.35
85.67% $178.89
0.00%
IMXI
-100.00%
-313,431
-6.64%
$25.78
62.99% $9.54
0.00%
KKR
-100.00%
-133,460
-5.76%
$52.52
174.71% $144.28
0.00%
HZNP
-100.00%
-28,257
-3.99%
$109.14
6.56% $116.30
0.00%
IDT
-100.00%
-137,260
-3.84%
$34.08
68.75% $57.51
0.00%
2023 Q1 (10 results)
IMXI
-3.08%
-9,952
-0.24%
$25.78
62.99% $9.54
0.00%
CASH
-48.01%
-362,073
-14.20%
$41.49
93.93% $80.46
15.38%
IDT
-49.62%
-135,182
-4.35%
$34.08
68.75% $57.51
0.00%
KKR
-49.69%
-131,823
-6.54%
$52.52
174.71% $144.28
0.00%
RTX
-100.00%
-47,107
-8.48%
$100.92
50.18% $151.56
0.00%
AMZN
-100.00%
-76,000
-6.03%
$84.00
172.98% $229.30
0.00%
XPEL
-100.00%
-18,874
-1.07%
$60.06
43.37% $34.01
0.00%
DIS
-100.00%
-78,580
-6.45%
$86.88
39.09% $120.84
0.00%
XPOF
-100.00%
-152,827
-6.43%
$22.93
52.99% $10.78
0.00%
NGMS
-100.00%
-783,874
-9.03%
$12.19
141.59% $29.45
0.00%
2022 Q4 (11 results)
DAKT
-9.53%
-166,568
-0.37%
$2.82
462.77% $15.87
3.54%
NGMS
-23.32%
-238,440
-2.30%
$12.19
141.59% $29.45
0.00%
XPOF
-42.27%
-111,917
-3.95%
$22.93
52.99% $10.78
0.00%
IDT
-58.07%
-211,253
-8.42%
$28.17
104.15% $57.51
6.08%
MMMB
-100.00%
-1,210,868
-1.05%
$1.09
244.01% $3.75
0.00%
EVBG
-100.00%
-118,799
-2.91%
$30.88
13.33% $35.00
0.00%
PCYO
-100.00%
-290,547
-1.92%
$8.35
18.33% $9.88
0.00%
FNKO
-100.00%
-752,509
-18.99%
$20.22
77.05% $4.64
0.00%
VRRM
-100.00%
-191,750
-3.96%
$15.37
59.41% $24.50
0.00%
HAS
-100.00%
-3,162,133
-169.00%
$67.42
15.20% $77.67
0.00%
GOOGL
-100.00%
-60,000
-4.55%
$95.65
98.75% $190.10
0.00%
40 of 111

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.