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 Q4 (17 results)
MTCH
buy
+395,300
+9.23%
$36.50
19.32% $29.45
0.00%
IDT
buy
+193,566
+4.22%
$34.09
79.14% $61.07
4.22%
FCFS
buy
+246,245
+17.06%
$108.39
17.17% $127.00
17.06%
IWM
buy
+86,700
+11.13%
$200.71
1.24% $203.20
0.00%
GRND
+690.72%
+1,395,517
+7.83%
$8.78
170.16% $23.72
0.00%
WCN
+58.14%
+30,000
+2.86%
$149.27
30.58% $194.91
7.79%
WSC
+18.91%
+30,300
+0.86%
$44.50
38.45% $27.39
5.42%
AMZN
+3.18%
+1,600
+0.16%
$151.94
33.67% $203.10
5.04%
MSFT
-4.02%
-900
-0.22%
$376.04
20.96% $454.86
5.17%
HLT
-6.24%
-3,500
-0.41%
$182.09
35.45% $246.64
6.13%
MAR
-7.73%
-3,200
-0.46%
$225.51
15.60% $260.69
5.51%
DAKT
-12.73%
-214,300
-1.16%
$8.48
84.08% $15.61
7.96%
CASH
-100.00%
-185,303
-5.46%
$46.09
68.34% $77.59
0.00%
DOLE
-100.00%
-399,249
-2.96%
$11.58
20.12% $13.91
0.00%
GXO
-100.00%
-79,599
-2.98%
$58.65
31.07% $40.43
0.00%
MYTE
-100.00%
-510,132
-1.11%
$3.40
124.71% $7.64
0.00%
CB
-100.00%
-16,700
-2.22%
$208.18
37.90% $287.09
0.00%
2023 Q3 (20 results)
MSFT
buy
+22,400
+7.75%
$315.75
44.06% $454.86
7.75%
KKR
buy
+56,460
+3.81%
$61.60
91.88% $118.20
3.81%
GRND
buy
+202,038
+1.27%
$5.75
312.52% $23.72
1.27%
CB
buy
+16,700
+3.81%
$208.18
37.90% $287.09
0.00%
MYTE
buy
+510,132
+1.90%
$3.40
124.71% $7.64
0.00%
MA
buy
+4,200
+1.82%
$395.91
44.01% $570.14
1.82%
WSC
+372.57%
+126,300
+5.75%
$41.59
34.14% $27.39
7.30%
WCN
+42.15%
+15,300
+2.25%
$134.30
45.13% $194.91
7.59%
GXO
+39.65%
+22,599
+1.45%
$58.65
31.07% $40.43
0.00%
AMZN
+29.34%
+11,400
+1.59%
$127.12
59.77% $203.10
7.00%
DOLE
-11.13%
-50,000
-0.63%
$11.58
20.12% $13.91
0.00%
DAKT
-17.75%
-363,226
-3.55%
$8.92
75.00% $15.61
16.45%
HLT
-36.01%
-31,578
-5.20%
$150.18
64.23% $246.64
9.23%
CASH
-44.27%
-147,202
-7.43%
$46.09
68.34% $77.59
0.00%
MAR
-53.43%
-47,500
-10.23%
$196.56
32.63% $260.69
8.92%
JYNT
-100.00%
-721,438
-13.30%
$16.83
40.27% $10.05
0.00%
ARES
-100.00%
-49,368
-5.21%
$96.35
65.94% $159.88
0.00%
TBBK
-100.00%
-276,735
-9.90%
$32.65
58.59% $51.78
0.00%
ELY
-100.00%
-660,964
-14.37%
$19.85
7.46% $21.33
0.00%
BRAG
-100.00%
-153,200
-0.52%
$3.07
36.48% $4.19
0.00%
37 of 223

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.