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%).

2022 Q4 (20 results)
TBBK
buy
+276,900
+6.23%
$28.38
82.45% $51.78
6.23%
XPEL
buy
+18,874
+0.90%
$60.06
40.71% $35.61
0.00%
CASH
buy
+754,178
+25.74%
$43.05
80.23% $77.59
25.74%
IMXI
buy
+323,383
+6.25%
$24.37
54.62% $11.06
6.25%
RTX
buy
+88,883
+7.11%
$100.92
32.85% $134.07
0.00%
DIS
buy
+78,580
+5.41%
$86.88
27.91% $111.13
0.00%
AMZN
+65.22%
+30,000
+2.00%
$84.00
141.79% $203.10
0.00%
KKR
+30.47%
+61,950
+2.28%
$46.42
154.63% $118.20
9.76%
ELY
+26.50%
+130,000
+2.04%
$19.75
8.00% $21.33
9.72%
DAKT
-9.53%
-166,568
-0.37%
$2.82
453.55% $15.61
3.54%
NGMS
-23.32%
-238,440
-2.30%
$12.19
141.59% $29.45
0.00%
XPOF
-42.27%
-217,316
-3.95%
$22.93
63.37% $8.40
0.00%
IDT
-58.07%
-377,239
-8.42%
$28.17
116.79% $61.07
6.08%
MMMB
-100.00%
-1,210,868
-1.05%
$1.09
244.01% $3.75
0.00%
EVBG
-100.00%
-118,799
-2.91%
$30.88
13.33% $35.00
0.00%
PCYO
-100.00%
-290,547
-1.92%
$8.35
28.03% $10.69
0.00%
FNKO
-100.00%
-1,185,054
-18.99%
$20.22
80.56% $3.93
0.00%
VRRM
-100.00%
-325,000
-3.96%
$15.37
54.59% $23.76
0.00%
HAS
-100.00%
-3,162,133
-169.00%
$67.42
1.51% $66.40
0.00%
GOOGL
-100.00%
-60,000
-4.55%
$95.65
78.64% $170.87
0.00%
2022 Q3 (19 results)
KKR
buy
+203,333
+2.70%
$43.00
174.89% $118.20
2.70%
DAKT
buy
+1,748,098
+1.46%
$2.71
476.06% $15.61
1.46%
VRRM
buy
+325,000
+1.54%
$15.37
54.59% $23.76
0.00%
AMZN
buy
+46,000
+1.60%
$113.00
79.73% $203.10
1.60%
IDT
+96.86%
+319,663
+2.45%
$24.83
145.95% $61.07
4.98%
FNKO
+56.05%
+425,633
+2.66%
$20.22
80.56% $3.93
0.00%
HAS
+0.64%
+20,000
+0.42%
$67.42
1.51% $66.40
0.00%
JYNT
+0.35%
+385
+0.00%
$15.71
36.04% $10.05
0.54%
NGMS
-16.50%
-202,000
-0.80%
$12.90
128.29% $29.45
4.07%
XPOF
-24.24%
-164,440
-0.93%
$18.26
54.00% $8.40
2.90%
ELY
-27.71%
-188,048
-1.12%
$19.26
10.75% $21.33
2.92%
MMMB
-28.22%
-475,931
-0.16%
$1.09
244.01% $3.75
0.00%
GOOGL
-63.64%
-105,000
-3.10%
$95.65
78.64% $170.87
0.00%
EVBG
-72.05%
-306,201
-2.92%
$30.88
13.33% $35.00
0.00%
BLDR
-100.00%
-55,000
-0.91%
$53.71
104.51% $109.84
0.00%
DSKE
-100.00%
-2,228,664
-4.40%
$6.39
29.74% $8.29
0.00%
XPEL
-100.00%
-368,833
-5.23%
$45.93
22.47% $35.61
0.00%
FC
-100.00%
-175,558
-2.50%
$46.18
49.70% $23.23
0.00%
LQDT
-100.00%
-59,300
-0.25%
$13.44
86.16% $25.02
0.00%
39 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.