Connor Haley's Portfolio

Alta Fox Capital Management 13F holdings

What is Connor Haley's portfolio?

Alta Fox Capital Management has disclosed a total of 15 security holdings in their (2023 Q4) SEC 13F filing(s) with portfolio value of $156,405,662.

What stocks does Connor Haley own?

In Connor Haley's portfolio as of 31 Dec 2023, the top 5 holdings are (FCFS) FIRSTCASH HOLDINGS INC (17.06%), (IWM) ISHARES RUSSELL 2000 ETF (11.13%), (MTCH) MATCH GROUP INC (9.23%), (GRND) GRINDR INC (8.97%) and (DAKT) DAKTRONICS INC (7.96%).

To see the historical data of Alta Fox Capital Management's portfolio holdings please click on the "2023 Q4" dropdown menu and select the date.

To see Alta Fox Capital Management's original 13F reports (2023 Q4), please click on the "important" button.

Portfolio value: $156M+
Period: 2023 Q4
Number of stock: 15
Update: 14 Feb 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
2.25%
20,916
$139.69
23.48% $172.49
$2,921,756
AMZN
AMAZONCOM INC
5.04%
51,852
$151.94
33.35% $202.61
$7,878,393
+3.18% (+1,600)
+0.16%
DAKT
DAKTRONICS INC
7.96%
1,468,557
$8.48
71.11% $14.51
$12,453,363
-12.73% (-214,300)
-1.16%
FCFS
FIRSTCASH HOLDINGS INC
17.06%
200,689
$108.39
2.42% $105.77
$21,752,754
buy
+17.06%
GRND
GRINDR INC
8.97%
1,597,555
$8.78
61.16% $14.15
$14,026,533
+690.72% (+1,395,517)
+7.83%
HLT
HILTON WORLDWIDE HOLDINGS IN
6.13%
52,622
$182.09
36.42% $248.41
$9,581,940
-6.24% (-3,500)
-0.41%
IDT
IDT CORP-CLASS B
4.22%
154,852
$34.09
44.82% $49.37
$5,278,932
buy
+4.22%
IWM
ISHARES RUSSELL 2000 ETF
11.13%
86,700
$200.71
13.84% $228.48
$17,401,557
buy
+11.13%
KKR
KKR & CO INC
2.99%
56,460
$82.85
81.07% $150.02
$4,677,711
MAR
MARRIOTT INTERNATIONAL -CL A
5.51%
29,987
$225.51
23.62% $278.78
$6,762,368
-7.73% (-2,512)
-0.46%
MA
MASTERCARD INC - A
1.15%
4,200
$426.51
22.36% $521.89
$1,791,342
MTCH
MATCH GROUP INC
9.23%
395,300
$36.50
15.86% $30.71
$14,428,450
buy
+9.23%
MSFT
MICROSOFT CORP
5.17%
16,555
$376.04
10.36% $415.00
$6,225,342
-4.02% (-693)
-0.22%
WCN
WASTE CONNECTIONS INC
7.79%
81,600
$149.27
22.93% $183.50
$12,180,432
+58.14% (+30,000)
+2.86%
WSC
WILLSCOT MOBILE MINI HOLDING
5.42%
190,500
$44.50
22.74% $34.38
$8,477,250
+18.91% (+30,300)
+0.86%
15 of 15

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
CB
CHUBB LTD
11,439
-2.22%
DOLE
DOLE PLC
399,249
-2.96%
GXO
GXO LOGISTICS INC
79,599
-2.98%
MYTE
MYT NETHERLANDS PARENT BV
510,132
-1.11%
CASH
PATHWARD FINANCIAL INC
185,303
-5.46%

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.