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%).

2024 Q3 (16 results)
MLR
buy
+100
+0.00%
$61.00
21.41% $47.94
0.00%
FWRD
buy
+797,092
+14.43%
$35.40
72.68% $9.67
14.43%
VCTR
buy
+126,800
+3.59%
$55.40
53.41% $84.99
0.00%
JW.A
buy
+127,698
+3.15%
$48.25
-
3.15%
PRM
buy
+953,153
+6.56%
$13.45
121.86% $29.84
0.00%
META
buy
+18,400
+5.39%
$572.44
8.83% $622.98
5.39%
AIV
buy
+723,045
+3.34%
$9.04
-
0.00%
IDT
+116.53%
+166,341
+3.25%
$38.17
-
6.03%
REVG
+2.35%
+57,348
+0.82%
$28.06
-
35.83%
CASH
-54.54%
-188,570
-6.36%
$66.01
17.77% $77.74
0.00%
GOOGL
-100.00%
-77,400
-7.21%
$182.15
97.08% $358.99
0.00%
RCKY
-100.00%
-20,018
-0.38%
$36.96
0.73% $36.69
0.00%
APP
-100.00%
-102,500
-4.36%
$83.22
585.93% $570.83
0.00%
WSC
-100.00%
-6,872
-0.13%
$37.64
31.14% $25.92
0.00%
ALV
-100.00%
-135,800
-7.43%
$106.99
21.95% $130.47
0.00%
RCMT
-100.00%
-65,019
-0.62%
$18.72
26.23% $23.63
0.00%
2024 Q2 (13 results)
APP
buy
+102,500
+5.42%
$83.22
585.93% $570.83
0.00%
RCKY
buy
+20,018
+0.47%
$36.96
0.73% $36.69
0.00%
CASH
buy
+345,724
+12.42%
$56.57
37.42% $77.74
12.42%
ALV
buy
+135,800
+9.22%
$106.99
21.95% $130.47
0.00%
RCMT
buy
+65,019
+0.77%
$18.72
26.23% $23.63
0.00%
REVG
+755.82%
+2,154,735
+34.05%
$24.89
-
38.55%
IDT
-42.84%
-106,993
-2.44%
$35.92
-
3.26%
DAKT
-49.03%
-720,000
-6.38%
$13.95
39.28% $19.43
6.63%
WSC
-96.39%
-183,628
-4.39%
$37.64
31.14% $25.92
0.00%
HLT
-100.00%
-25,922
-3.51%
$213.31
-
0.00%
MAR
-100.00%
-21,200
-3.40%
$252.31
49.32% $376.75
0.00%
WCN
-100.00%
-66,515
-7.26%
$172.01
12.28% $150.89
0.00%
FCFS
-100.00%
-280,945
-22.75%
$127.54
-
0.00%
2024 Q1 (13 results)
REVG
buy
+285,084
+4.81%
$22.09
-
4.81%
MA
+209.52%
+8,800
+3.24%
$481.57
2.08% $471.55
4.79%
GOOGL
+207.14%
+52,200
+6.02%
$150.93
137.85% $358.99
8.93%
IDT
+29.02%
+56,175
+1.62%
$37.81
-
7.22%
FCFS
+14.09%
+34,700
+3.38%
$127.54
-
0.00%
WCN
-18.49%
-15,085
-1.98%
$172.01
12.28% $150.89
0.00%
MSFT
-32.09%
-6,900
-2.22%
$420.72
1.57% $427.34
4.70%
MAR
-44.50%
-17,000
-3.28%
$252.31
49.32% $376.75
0.00%
HLT
-50.74%
-26,700
-4.35%
$213.31
-
0.00%
IWM
-100.00%
-86,700
-13.30%
$200.71
43.33% $287.67
0.00%
MTCH
-100.00%
-395,300
-11.03%
$36.50
5.97% $34.32
0.00%
KKR
-100.00%
-56,460
-3.58%
$82.85
9.27% $90.53
0.00%
GRND
-100.00%
-1,597,555
-10.72%
$8.78
24.15% $10.90
0.00%
42 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.