Toast Inc (TOST) is gone from Connor Haley's Alta Fox Capital Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. A quarter earlier the position was 740K shares worth about $19.6M, or 5.19% of the reported book. TOST had been in the portfolio for 1 quarter, since the quarter ended March 31, 2026.
What did the 2026 Q2 filing report for TOST?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 740K | 0 |
| Reported value | $19.6M | $0 |
| Portfolio weight | 5.19% | 0% |
| Held since | 2026 Q1 | sold out in 2026 Q2 |
| Quarters held | 1 |
What did Connor Haley sell?
Connor Haley sold 740K shares of TOST between the quarter ended March 31, 2026 and June 30, 2026. The TOST exit was the 4th largest of the quarter's 15 position changes by percent change to portfolio.
Where does TOST sit in the Connor Haley portfolio?
Before the sale, TOST carried 5.19% of the Connor Haley portfolio, 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. 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 TOST?
Connor Haley held TOST for 1 quarter, from the quarter ended March 31, 2026 to March 31, 2026. Every reported trade is on the Connor Haley TOST trade history page.
Did other funds buy or sell TOST in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 3 still hold TOST. Meanwhile one opened it. The largest buyers of TOST this quarter were Jeffrey Ubben, Nathaniel Simons and Richard Pzena. Every tracked holder of TOST is on the TOST ownership page.
FAQ
How many TOST shares did Connor Haley sell?
Connor Haley sold all 740K shares of TOST it reported a quarter earlier, worth about $19.6M.
When did Connor Haley first buy TOST?
Connor Haley first reported TOST in the quarter ended March 31, 2026.
How much of the Connor Haley portfolio was TOST?
TOST was 5.19% of the Connor Haley portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell TOST in 2026 Q2?
No other tracked fund sold out of TOST or trimmed it in 2026 Q2; 3 still hold it.