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)
MAR
buy
+88,900
+13.42%
$183.69
53.33% $281.65
13.42%
GXO
buy
+57,000
+2.94%
$62.82
17.59% $51.77
2.94%
BRAG
buy
+153,200
+0.39%
$3.07
50.16% $4.61
0.00%
AMZN
buy
+38,852
+4.16%
$130.36
72.61% $225.02
4.16%
WSC
buy
+33,900
+1.33%
$47.79
36.39% $30.40
1.33%
HLT
buy
+87,700
+10.49%
$145.55
90.53% $277.31
10.49%
DOLE
buy
+334,690
+4.99%
$13.52
4.22% $14.09
4.99%
GOOGL
buy
+19,530
+2.48%
$119.70
50.53% $180.19
2.48%
WCN
buy
+36,300
+4.26%
$142.93
28.30% $183.38
4.26%
JYNT
+139.10%
+306,390
+5.80%
$16.83
31.06% $11.60
0.00%
ELY
-14.57%
-80,580
-1.84%
$19.85
7.46% $21.33
0.00%
CASH
-15.20%
-59,600
-2.27%
$46.36
78.58% $82.79
12.67%
DAKT
-25.44%
-698,200
-3.67%
$6.40
151.88% $16.12
10.76%
TBBK
-50.80%
-217,181
-7.67%
$32.65
93.20% $63.08
0.00%
ARES
-65.32%
-93,000
-7.36%
$96.35
84.09% $177.37
0.00%
KKR
-100.00%
-133,460
-5.76%
$52.52
168.56% $141.05
0.00%
HZNP
-100.00%
-28,257
-3.99%
$109.14
6.56% $116.30
0.00%
IDT
-100.00%
-137,260
-3.84%
$34.08
75.73% $59.89
0.00%
IMXI
-100.00%
-313,431
-6.64%
$25.78
60.05% $10.30
0.00%
2023 Q1 (16 results)
HZNP
buy
+28,257
+4.59%
$109.14
6.56% $116.30
0.00%
ARES
buy
+92,539
+11.23%
$83.44
112.57% $177.37
11.23%
JYNT
+169.67%
+117,700
+3.02%
$16.83
31.08% $11.60
4.80%
TBBK
+103.14%
+285,600
+7.52%
$27.85
126.50% $63.08
14.81%
DAKT
+73.52%
+1,162,753
+6.23%
$5.67
184.30% $16.12
14.71%
ELY
+24.67%
+92,625
+3.13%
$21.62
1.34% $21.33
15.81%
IMXI
-3.08%
-9,952
-0.24%
$25.78
60.05% $10.30
0.00%
CASH
-48.01%
-362,073
-14.20%
$41.49
99.54% $82.79
15.38%
IDT
-49.62%
-135,182
-4.35%
$34.08
75.73% $59.89
0.00%
KKR
-49.69%
-131,823
-6.54%
$52.52
168.56% $141.05
0.00%
XPOF
-100.00%
-152,827
-6.43%
$22.93
54.64% $10.40
0.00%
NGMS
-100.00%
-783,874
-9.03%
$12.19
141.59% $29.45
0.00%
RTX
-100.00%
-47,107
-8.48%
$100.92
45.53% $146.87
0.00%
AMZN
-100.00%
-76,000
-6.03%
$84.00
167.88% $225.02
0.00%
XPEL
-100.00%
-18,874
-1.07%
$60.06
40.96% $35.46
0.00%
DIS
-100.00%
-78,580
-6.45%
$86.88
37.97% $119.87
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.