Connor Haley's Alta Fox Capital Management opened a new position in Valvoline Inc (VVV) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 300K shares worth about $11.9M at June 30, 2026, 2.39% of the reported portfolio. VVV enters the book as the 13th largest of 15 stock positions.
What did the 2026 Q2 filing report for VVV?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 300K |
| Reported value | $11.9M |
| Portfolio weight | 2.39% |
| Rank in portfolio | 13th of 15 |
How big is the new VVV position?
Connor Haley opened 8 stock positions in 2026 Q2; VVV is the 7th 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 VVV sit in the Connor Haley portfolio?
VVV ranks 13th of 15 stock positions in the Connor Haley portfolio at 2.39%, below the fund's average stock position of 7%. The VVV purchase was the 12th largest of the quarter's 15 position changes by percent change to portfolio. 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.
Has Connor Haley held VVV before?
Connor Haley has not reported VVV before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many VVV shares does Connor Haley hold?
Connor Haley holds 300K shares of VVV as of June 30, 2026, worth about $11.9M.
What is VVV's weight in the Connor Haley portfolio?
VVV is 2.39% of the Connor Haley portfolio and ranks 13th of 15 stocks by weight.
Has Connor Haley owned VVV before?
No. Connor Haley has not reported VVV before in the filings we track, which start with the quarter ended June 30, 2013.