Brinks Company (BCO) grew to 6.16% of Connor Haley's Alta Fox Capital Management portfolio in 2026 Q2, from 3.06%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count rose 190% to 324K shares, and the position is worth about $30.6M and ranks 5th of 15 stocks by weight.
What did the 2026 Q2 filing report for BCO?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 112K | 324K |
| Shares added | +213K (190%) | |
| Reported value | $11.6M | $30.6M |
| Portfolio weight | 3.06% | 6.16% |
| Rank in portfolio | 5th of 15 |
How much did Connor Haley add to BCO?
Connor Haley added 213K shares of BCO during 2026 Q2, taking the stake from 112K to 324K. The reported value of the position rose by about $19.1M, from about $11.6M to about $30.6M.
Where does BCO sit in the Connor Haley portfolio?
BCO ranks 5th of 15 stock positions in the Connor Haley portfolio at 6.16%, about the fund's average stock position of 7%. The largest stock position is XPEL at 19.85%. Next come BTSG at 13.7% and NATL at 13.63%. The three largest stocks together are 47.18% of the book. The BCO addition was the 8th largest of the quarter's 15 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Connor Haley reported 15 stock positions, with 8 opened and 2 closed. The total portfolio value is about $497.2M, up 32% from the prior quarter.
How long has Connor Haley held BCO?
Connor Haley first reported BCO in the quarter ended March 31, 2026. Every reported trade is on the Connor Haley BCO trade history page.
FAQ
How many BCO shares did Connor Haley buy in 2026 Q2?
Connor Haley added 213K shares of BCO, a 190% increase, to 324K shares.
What is the BCO position of Connor Haley worth now?
The BCO position of Connor Haley is worth about $30.6M at June 30, 2026 prices, 6.16% of the portfolio.
Is BCO a top holding of Connor Haley?
BCO ranks 5th of 15 stock positions in the Connor Haley portfolio, at 6.16%.