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%).

2022 Q2 (17 results)
XPOF
buy
+678,509
+1.79%
$12.56
54.94% $5.66
1.79%
FC
buy
+175,558
+1.70%
$46.18
49.37% $23.38
0.00%
PCYO
buy
+290,547
+0.64%
$10.54
3.97% $10.12
0.64%
LQDT
buy
+59,300
+0.17%
$13.44
168.90% $36.14
0.00%
BLDR
buy
+55,000
+0.62%
$53.71
38.26% $74.26
0.00%
ELY
+1,165.78%
+625,000
+2.68%
$20.40
-
2.91%
EVBG
+240.00%
+300,000
+1.76%
$27.89
-
2.49%
XPEL
+141.67%
+216,213
+2.09%
$45.93
1.46% $45.26
0.00%
NGMS
+75.27%
+525,788
+1.48%
$13.41
-
3.45%
FNKO
+24.50%
+149,421
+0.70%
$22.32
76.61% $5.22
3.56%
DSKE
+19.06%
+356,753
+0.48%
$6.39
-
0.00%
IDT
+14.35%
+41,413
+2.19%
$251.50
-
17.44%
JYNT
+11.50%
+11,500
+0.04%
$15.31
45.98% $8.27
0.36%
GOOGL
-5.71%
-10,000
-0.23%
$108.96
229.46% $358.99
3.78%
HAS
-13.01%
-470,000
-8.08%
$81.88
2.75% $84.13
54.05%
AMZN
-100.00%
-17,500
-0.60%
$162.97
53.41% $250.02
0.00%
HMHC
-100.00%
-725,000
-3.20%
$21.01
-
0.00%
2022 Q1 (17 results)
HMHC
buy
+725,000
+3.72%
$21.01
-
0.00%
EVBG
buy
+125,000
+1.33%
$43.64
-
1.33%
FNKO
buy
+610,000
+2.57%
$17.25
69.74% $5.22
2.57%
JYNT
buy
+100,000
+0.86%
$35.39
76.63% $8.27
0.86%
NGMS
+427.93%
+566,212
+2.13%
$15.43
-
2.63%
HAS
+357.52%
+2,822,632
+56.48%
$81.92
2.70% $84.13
72.28%
DSKE
+29.04%
+421,252
+1.04%
$10.07
-
4.60%
IDT
+22.45%
+52,913
+0.44%
$34.09
-
2.40%
GOOGL
+12.90%
+20,000
+0.68%
$139.07
158.14% $358.99
5.94%
XPEL
-12.51%
-21,821
-0.28%
$52.61
13.97% $45.26
1.96%
AMZN
-50.70%
-18,000
-0.72%
$162.97
53.41% $250.02
0.00%
ELY
-84.59%
-294,188
-1.68%
$23.43
-
0.31%
KNX
-100.00%
-79,556
-1.18%
$60.94
28.44% $78.27
0.00%
XPOF
-100.00%
-124,522
-0.62%
$20.44
72.31% $5.66
0.00%
RDVT
-100.00%
-245,207
-2.38%
$39.69
34.45% $53.36
0.00%
ERJ
-100.00%
-460,502
-2.00%
$17.75
-
0.00%
SLVM
-100.00%
-300,000
-2.04%
$27.89
38.40% $38.60
0.00%
34 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.