Connor Haley's Alta Fox Capital Management returned to Douglas Dynamics Inc (PLOW) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026: 192K shares worth about $10.4M at June 30, 2026, 2.09% of the portfolio. The fund had sold out of the name in 2025 Q3. PLOW enters the book as the 14th largest of 15 stock positions.
What did the 2026 Q2 filing report for PLOW?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 192K |
| Reported value | $10.4M |
| Portfolio weight | 2.09% |
| Rank in portfolio | 14th of 15 |
| Sold out in | 2025 Q3 |
| Out for | 3 quarters |
How big is the returning PLOW position?
Connor Haley opened 8 stock positions in 2026 Q2; PLOW is the 8th largest of them by weight. An average stock position in the Connor Haley portfolio is 7% of the reported value, so the new name starts below the fund's typical size.
Where does PLOW sit in the Connor Haley portfolio?
PLOW ranks 14th of 15 stock positions in the Connor Haley portfolio at 2.09%, below 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 PLOW purchase was the 14th 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.
When did Connor Haley hold PLOW before?
Connor Haley held PLOW before. The fund first reported the name in the quarter ended June 30, 2025, sold out in 2025 Q3 and is back after 3 quarters out. Every reported trade is on the Connor Haley PLOW trade history page.
FAQ
How many PLOW shares does Connor Haley hold?
Connor Haley holds 192K shares of PLOW as of June 30, 2026, worth about $10.4M.
What is PLOW's weight in the Connor Haley portfolio?
PLOW is 2.09% of the Connor Haley portfolio and ranks 14th of 15 stocks by weight.
Has Connor Haley owned PLOW before?
Yes. Connor Haley held PLOW before. The fund first reported the name in the quarter ended June 30, 2025, sold out in 2025 Q3 and is back after 3 quarters out.