Connor Haley Holdings Activity

Alta Fox Capital Management Portfolio 13F

Alta Fox Capital Management has disclosed a total of 15 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 4, bought 4 totally new, decreased the number of shares of 2 and completely sold out 5 position(s).

What stocks is Connor Haley buying now?

In the recent quarter Connor Haley has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (DAKT) DAKTRONICS INC (added shares +310.7%), (DV) DOUBLEVERIFY HOLDINGS INC (new buy), (MSFT) MICROSOFT CORP (added shares +323.29%), (AMZN) AMAZONCOM INC (added shares +99.9%) and (NRDS) NERDWALLET INC-CL A (new buy).

What does Connor Haley invest in?

Connor Haley's top 5 holdings (by % of portfolio) are (REVG) REV GROUP INC (28.35%), (DAKT) DAKTRONICS INC (18.46%), (MSFT) MICROSOFT CORP (9.28%), (DV) DOUBLEVERIFY HOLDINGS INC (8.64%) and (AMZN) AMAZONCOM INC (8.1%).

In the latest report(s) the following changes have been made to the top investments: (DAKT) DAKTRONICS INC (added shares +310.7%), (MSFT) MICROSOFT CORP (added shares +323.29%), (DV) DOUBLEVERIFY HOLDINGS INC (new buy) and (AMZN) AMAZONCOM INC (added shares +99.9%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2024 Q4 (15 results)

BBW

BUILD-A-BEAR WORKSHOP INC

buy

+122,300

+2.01%

$46.04

19.27% $37.17

2.01%

NRDS

NERDWALLET INC-CL A

buy

+809,086

+3.83%

$13.30

31.95% $9.05

3.83%

IAS

INTEGRAL AD SCIENCE HOLDING

buy

+5,800

+0.02%

$10.44

22.80% $8.06

0.02%

DOUBLEVERIFY HOLDINGS INC

buy

+1,263,234

+8.64%

$19.21

30.40% $13.37

8.64%

MSFT

MICROSOFT CORP

+323.29%

+47,200

+7.09%

$421.50

10.94% $375.39

9.28%

DAKT

DAKTRONICS INC

+310.70%

+2,325,779

+13.97%

$16.86

27.76% $12.18

18.46%

JW.A

WILEY (JOHN) & SONS-CLASS A

+171.77%

+219,349

+3.42%

$43.71

21.32% $53.03

5.40%

AMZN

AMAZONCOM INC

+99.90%

+51,800

+4.05%

$219.39

13.28% $190.26

8.10%

FWRD

FORWARD AIR CORP

-13.17%

-104,948

-1.21%

$32.25

37.71% $20.09

7.95%

IDT

IDT CORP-CLASS B

-67.99%

-210,154

-3.56%

$47.52

7.98% $51.31

1.67%

PRM

PERIMETER SOLUTIONS SA

-100.00%

-953,153

-4.57%

$13.45

25.13% $10.07

0.00%

AIV

APARTMENT INVT & MGMT CO -A

-100.00%

-723,045

-2.33%

$9.04

2.65% $8.80

0.00%

VCTR

VICTORY CAPITAL HOLDING - A

-100.00%

-126,800

-2.50%

$55.40

4.46% $57.87

0.00%

MLR

MILLER INDUSTRIES INC/TENN

-100.00%

-100

-0.00%

$61.00

30.54% $42.37

0.00%

CASH

PATHWARD FINANCIAL INC

-100.00%

-157,154

-3.70%

$66.01

10.51% $72.95

0.00%

2024 Q3 (16 results)

MLR

MILLER INDUSTRIES INC/TENN

buy

+100

+0.00%

$61.00

30.54% $42.37

0.00%

FWRD

FORWARD AIR CORP

buy

+797,092

+14.43%

$35.40

43.25% $20.09

14.43%

VCTR

VICTORY CAPITAL HOLDING - A

buy

+126,800

+3.59%

$55.40

4.46% $57.87

0.00%

JW.A

WILEY (JOHN) & SONS-CLASS A

buy

+127,698

+3.15%

$48.25

9.91% $53.03

3.15%

PRM

PERIMETER SOLUTIONS SA

buy

+953,153

+6.56%

$13.45

25.13% $10.07

0.00%