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 Q2 (17 results)
BLDR
buy
+44,000
+0.62%
$53.71
148.15% $133.28
0.00%
XPOF
buy
+678,509
+1.79%
$12.56
17.20% $10.40
1.79%
FC
buy
+175,558
+1.70%
$46.18
56.97% $19.87
0.00%
PCYO
buy
+215,004
+0.64%
$10.54
4.64% $10.05
0.64%
LQDT
buy
+44,771
+0.17%
$13.44
78.05% $23.93
0.00%
ELY
+1,165.78%
+625,000
+2.68%
$20.40
4.56% $21.33
2.91%
EVBG
+240.00%
+235,500
+1.76%
$27.89
25.50% $35.00
2.49%
XPEL
+141.67%
+216,213
+2.09%
$45.93
22.79% $35.46
0.00%
NGMS
+75.27%
+525,788
+1.48%
$13.41
119.61% $29.45
3.45%
FNKO
+24.50%
+149,421
+0.70%
$22.32
79.61% $4.55
3.56%
DSKE
+19.06%
+356,753
+0.48%
$6.39
29.74% $8.29
0.00%
IDT
+14.35%
+41,413
+2.19%
$251.50
76.19% $59.89
17.44%
JYNT
+11.50%
+11,500
+0.04%
$15.31
24.23% $11.60
0.36%
GOOGL
-5.71%
-10,000
-0.23%
$108.96
65.37% $180.19
3.78%
HAS
-13.01%
-361,900
-8.08%
$81.88
7.95% $75.37
54.05%
AMZN
-100.00%
-17,500
-0.60%
$162.97
38.07% $225.02
0.00%
HMHC
-100.00%
-725,000
-3.20%
$21.01
0.10% $21.03
0.00%
2022 Q1 (17 results)
HMHC
buy
+725,000
+3.72%
$21.01
0.10% $21.03
0.00%
EVBG
buy
+125,000
+1.33%
$43.64
19.80% $35.00
1.33%
FNKO
buy
+515,450
+2.57%
$17.25
73.62% $4.55
2.57%
JYNT
buy
+100,000
+0.86%
$35.39
67.22% $11.60
0.86%
NGMS
+427.93%
+461,462
+2.13%
$15.43
90.87% $29.45
2.63%
HAS
+357.52%
+2,822,632
+56.48%
$81.92
8.00% $75.37
72.28%
DSKE
+29.04%
+421,252
+1.04%
$10.07
17.68% $8.29
4.60%
IDT
+22.45%
+43,917
+0.44%
$34.09
75.67% $59.89
2.40%
GOOGL
+12.90%
+20,000
+0.68%
$139.07
29.57% $180.19
5.94%
XPEL
-12.51%
-21,821
-0.28%
$52.61
32.60% $35.46
1.96%
AMZN
-50.70%
-18,000
-0.72%
$162.97
38.07% $225.02
0.00%
ELY
-84.59%
-253,001
-1.68%
$23.43
8.95% $21.33
0.31%
ERJ
-100.00%
-460,502
-2.00%
$17.75
203.77% $53.92
0.00%
SLVM
-100.00%
-300,000
-2.04%
$27.89
82.83% $50.99
0.00%
KNX
-100.00%
-79,556
-1.18%
$60.94
22.40% $47.29
0.00%
XPOF
-100.00%
-124,522
-0.62%
$20.44
49.11% $10.40
0.00%
RDVT
-100.00%
-245,207
-2.38%
$39.69
19.73% $47.52
0.00%
34 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.