Connor Haley Holdings Activity

Alta Fox Capital Management Portfolio 13F

Alta Fox Capital Management has disclosed a total of 16 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 3, bought 3 totally new, decreased the number of shares of 3 and completely sold out 7 position(s).

What stocks is Connor Haley buying now?

In the recent quarter Connor Haley has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (XPEL) XPEL INC (added shares +33.38%), (TOST) TOAST INC-CLASS A (new buy), (BCO) BRINK'S CO/THE (new buy), (CARG) CARGURUS INC (added shares +24.64%) and (BTSG) BRIGHTSPRING HEALTH SERVICES (added shares +15.02%).

What does Connor Haley invest in?

Connor Haley's top 5 holdings (by % of portfolio) are (XPEL) XPEL INC (22.54%), (NATL) NCR ATLEOS CORP (18.01%), (DAKT) DAKTRONICS INC (17.45%), (BTSG) BRIGHTSPRING HEALTH SERVICES (16.05%) and (CARG) CARGURUS INC (14.31%).

In the latest report(s) the following changes have been made to the top investments: (XPEL) XPEL INC (added shares +33.38%), (NATL) NCR ATLEOS CORP (reduced shares -19.99%), (DAKT) DAKTRONICS INC (reduced shares -9.69%), (BTSG) BRIGHTSPRING HEALTH SERVICES (added shares +15.02%) and (CARG) CARGURUS INC (added shares +24.64%).

2025 Q1 (21 results)
ATI
buy
+216,300
+4.46%
$52.03
248.07% $181.10
0.00%
TNC
buy
+916
+0.03%
$79.75
6.24% $84.73
0.00%
RHLD
buy
+165,149
+2.05%
$31.34
273.26% $116.98
2.05%
ARCO
buy
+1,120,700
+3.58%
$8.06
2.48% $8.26
0.00%
TRS
buy
+742,005
+6.89%
$23.43
68.80% $39.55
6.89%
JYNT
buy
+403,096
+2.00%
$12.49
34.27% $8.21
2.00%
ARES
buy
+16,732
+0.97%
$146.61
10.99% $130.50
0.97%
RSKD
buy
+757,044
+1.39%
$4.62
4.55% $4.83
1.39%
IAS
+20,831.95%
+1,208,253
+3.86%
$8.06
-
3.88%
DAKT
+94.31%
+2,899,263
+13.99%
$12.18
59.93% $19.48
28.83%
IDT
+37.52%
+37,125
+0.75%
$51.31
-
2.77%
REVG
-7.78%
-194,365
-2.43%
$31.60
-
28.84%
AMZN
-19.92%
-20,652
-1.56%
$190.26
33.39% $253.79
6.26%
MSFT
-31.55%
-19,500
-2.90%
$375.39
14.03% $428.05
6.29%
DV
-73.60%
-929,769
-4.93%
$13.37
20.94% $10.57
1.77%
META
-100.00%
-18,400
-4.27%
$585.51
7.18% $627.57
0.00%
NRDS
-100.00%
-809,086
-4.26%
$13.30
38.87% $8.13
0.00%
FWRD
-100.00%
-692,144
-8.85%
$32.25
67.91% $10.35
0.00%
BBW
-100.00%
-122,300
-2.23%
$46.04
22.42% $35.72
0.00%
JW.A
-100.00%
-347,047
-6.01%
$43.71
-
0.00%
MA
-100.00%
-13,000
-2.71%
$526.57
8.51% $481.76
0.00%
2024 Q4 (15 results)
BBW
buy
+122,300
+2.01%
$46.04
22.42% $35.72
0.00%
NRDS
buy
+809,086
+3.83%
$13.30
38.87% $8.13
0.00%
IAS
buy
+5,800
+0.02%
$10.44
-
0.02%
DV
buy
+1,263,234
+8.64%
$19.21
44.98% $10.57
8.64%
MSFT
+323.29%
+47,200
+7.09%
$421.50
1.55% $428.05
9.28%
DAKT
+310.70%
+2,325,779
+13.97%
$16.86
15.54% $19.48
18.46%
JW.A
+171.77%
+219,349
+3.42%
$43.71
-
0.00%
AMZN
+99.90%
+51,800
+4.05%
$219.39
15.68% $253.79
8.10%
FWRD
-13.17%
-104,948
-1.21%
$32.25
67.91% $10.35
0.00%
IDT
-67.99%
-210,154
-3.56%
$47.52
-
1.67%
VCTR
-100.00%
-126,800
-2.50%
$55.40
60.23% $88.77
0.00%
MLR
-100.00%
-100
-0.00%
$61.00
20.43% $48.54
0.00%
CASH
-100.00%
-157,154
-3.70%
$66.01
19.75% $79.05
0.00%
PRM
-100.00%
-953,153
-4.57%
$13.45
126.77% $30.50
0.00%
AIV
-100.00%
-723,045
-2.33%
$9.04
-
0.00%
36 of 299

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.