Connor Haley
Alta Fox Capital Management
Alta Fox Capital Management 13F holdings
Connor Haley's Portfolio
- Portfolio value:
- $464.79M~
- # of securities:
- 13 (-6)
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 13 Feb 2026
What was Connor Haley's 2025 Q4 portfolio?
Alta Fox Capital Management has disclosed a total of 13 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $464,792,147.
Alta Fox Capital Management's portfolio holdings are tracked quarterly based on SEC 13F filings. Snapshots for each reporting period document the full list of disclosed positions and their portfolio allocations.
Connor Haley's original 13F reports (2025 Q4) are the official SEC institutional disclosure documents covering all reported equity positions.
13 results
| History | Ticker | Name |
% of portfolio |
Shares* |
Reported price* |
% difference current price* |
Value | Held since* | Held for* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
NCR Atleos Corp
|
16.00%
|
1,950,881
|
$38.11
|
+21.32%($46.24)
|
$74,348,075
|
2025 Q2
|
~0.75 years
|
-1.18% (-23.27K)
|
-0.2%
|
|
|
|
Daktronics Inc
|
15.88%
|
3,733,199
|
$19.77
|
-2.02%($19.37)
|
$73,805,344
|
2022 Q3
|
~3.50 years
|
-15.74% (-697.6K)
|
-3.07%
|
|
|
|
Xpel Inc
|
15.49%
|
1,442,638
|
$49.91
|
-1.38%($49.22)
|
$72,002,063
|
2025 Q3
|
~0.50 years
|
+2,392.94% (+1.38M)
|
+14.87%
|
|
|
|
CarGurus
|
10.51%
|
1,273,544
|
$38.35
|
-7.61%($35.43)
|
$48,840,412
|
2025 Q3
|
~0.50 years
|
+15.91% (+174.84K)
|
+1.44%
|
|
|
|
BrightSpring Health Services, Inc
|
9.97%
|
1,237,500
|
$37.45
|
+58.96%($59.53)
|
$46,344,375
|
2025 Q3
|
~0.50 years
|
+168.72% (+776.98K)
|
+6.26%
|
|
|
|
Resideo Technologies Inc
|
9.57%
|
1,266,700
|
$35.12
|
-45.05%($19.30)
|
$44,486,504
|
2025 Q4
|
~0.25 years
|
new
|
+9.57%
|
|
|
|
TriMas Corp
|
4.30%
|
563,375
|
$35.45
|
+9.51%($38.82)
|
$19,971,644
|
2025 Q1
|
~1.00 year
|
+67.60% (+227.23K)
|
+1.73%
|
|
|
|
Fair Isaac Corp
|
4.30%
|
11,810
|
$1,690.62
|
-33.73%($1,120.36)
|
$19,966,222
|
2025 Q3
|
~0.50 years
|
-8.45% (-1.09K)
|
-0.41%
|
|
|
|
Amazon.com Inc
|
4.12%
|
83,000
|
$230.82
|
+10.36%($254.73)
|
$19,158,060
|
2023 Q2
|
~2.75 years
|
|
|
|
|
|
Ares Management LP
|
3.50%
|
100,600
|
$161.63
|
-13.09%($140.48)
|
$16,259,978
|
2025 Q4
|
~0.25 years
|
new
|
+3.5%
|
|
Completely sold out
8 results
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
Rev Group Inc
|
-807,457
|
-10.2%
|
2024 Q1
|
~1.75 years
|
|
|
|
DexCom Inc
|
-379,100
|
-5.69%
|
2025 Q2
|
~0.50 years
|
|
|
|
Textron Inc
|
-240,800
|
-4.54%
|
2025 Q3
|
~0.25 years
|
|
|
|
SHARKNINJA INC
|
-149,000
|
-3.43%
|
2025 Q3
|
~0.25 years
|
|
|
|
DoubleVerify Holdings Inc
|
-1,231,900
|
-3.29%
|
2024 Q4
|
~1.00 year
|
|
|
|
Natures Sunshine Products Inc
|
-303,700
|
-1.05%
|
2025 Q2
|
~0.50 years
|
|
|
|
The Joint Corp
|
-288,377
|
-0.61%
|
2025 Q1
|
~0.75 years
|
|
|
|
Astronics Corp
|
-49,257.6
|
-0.42%
|
2025 Q2
|
~0.50 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".
* % of portfolio: the total can exceed 100%, e.g. when there are also options positions, which can be short.