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 Q2 (19 results)
DOLE
buy
+449,249
+4.99%
$13.52
2.88% $13.91
4.99%
GOOGL
buy
+25,200
+2.48%
$119.70
42.75% $170.87
2.48%
WCN
buy
+36,300
+4.26%
$142.93
36.37% $194.91
4.26%
MAR
buy
+88,900
+13.42%
$183.69
41.92% $260.69
13.42%
GXO
buy
+57,000
+2.94%
$62.82
35.64% $40.43
2.94%
BRAG
buy
+153,200
+0.39%
$3.07
36.48% $4.19
0.00%
AMZN
buy
+38,852
+4.16%
$130.36
55.80% $203.10
4.16%
WSC
buy
+33,900
+1.33%
$47.79
42.69% $27.39
1.33%
HLT
buy
+87,700
+10.49%
$145.55
69.45% $246.64
10.49%
JYNT
+139.10%
+419,713
+5.80%
$16.83
40.27% $10.05
0.00%
ELY
-14.57%
-112,700
-1.84%
$19.85
7.46% $21.33
0.00%
CASH
-15.20%
-59,600
-2.27%
$46.36
67.36% $77.59
12.67%
DAKT
-25.44%
-698,200
-3.67%
$6.40
143.91% $15.61
10.76%
TBBK
-50.80%
-285,765
-7.67%
$32.65
58.59% $51.78
0.00%
ARES
-65.32%
-93,000
-7.36%
$96.35
65.94% $159.88
0.00%
IDT
-100.00%
-137,260
-3.84%
$34.08
79.20% $61.07
0.00%
IMXI
-100.00%
-313,431
-6.64%
$25.78
57.10% $11.06
0.00%
KKR
-100.00%
-133,460
-5.76%
$52.52
125.06% $118.20
0.00%
HZNP
-100.00%
-44,500
-3.99%
$109.14
6.56% $116.30
0.00%
2023 Q1 (16 results)
HZNP
buy
+44,500
+4.59%
$109.14
6.56% $116.30
0.00%
ARES
buy
+142,368
+11.23%
$83.44
91.61% $159.88
11.23%
JYNT
+169.67%
+189,840
+3.02%
$16.83
40.29% $10.05
4.80%
TBBK
+103.14%
+285,600
+7.52%
$27.85
85.92% $51.78
14.81%
DAKT
+73.52%
+1,162,753
+6.23%
$5.67
175.31% $15.61
14.71%
ELY
+24.67%
+153,100
+3.13%
$21.62
1.34% $21.33
15.81%
IMXI
-3.08%
-9,952
-0.24%
$25.78
57.10% $11.06
0.00%
CASH
-48.01%
-362,073
-14.20%
$41.49
87.01% $77.59
15.38%
IDT
-49.62%
-135,182
-4.35%
$34.08
79.20% $61.07
0.00%
KKR
-49.69%
-131,823
-6.54%
$52.52
125.06% $118.20
0.00%
XPEL
-100.00%
-18,874
-1.07%
$60.06
40.71% $35.61
0.00%
DIS
-100.00%
-78,580
-6.45%
$86.88
27.91% $111.13
0.00%
XPOF
-100.00%
-296,753
-6.43%
$22.93
63.37% $8.40
0.00%
NGMS
-100.00%
-783,874
-9.03%
$12.19
141.59% $29.45
0.00%
RTX
-100.00%
-88,883
-8.48%
$100.92
32.85% $134.07
0.00%
AMZN
-100.00%
-76,000
-6.03%
$84.00
141.79% $203.10
0.00%
35 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.