Connor Haley's Alta Fox Capital Management reported 1.04M shares of Waystar Holding Corp (WAY) for the first time in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. At quarter-end prices the stake was worth about $21.3M, or 4.29% of the reported portfolio. WAY enters the book as the 9th largest of 15 stock positions.
What did the 2026 Q2 filing report for WAY?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 1.04M |
| Reported value | $21.3M |
| Portfolio weight | 4.29% |
| Rank in portfolio | 9th of 15 |
How big is the new WAY position?
Connor Haley opened 8 stock positions in 2026 Q2; WAY is the 3rd 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 WAY sit in the Connor Haley portfolio?
WAY ranks 9th of 15 stock positions in the Connor Haley portfolio at 4.29%, 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 WAY purchase was the 6th 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.
Has Connor Haley held WAY before?
Connor Haley has not reported WAY before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many WAY shares does Connor Haley hold?
Connor Haley holds 1.04M shares of WAY as of June 30, 2026, worth about $21.3M.
What is WAY's weight in the Connor Haley portfolio?
WAY is 4.29% of the Connor Haley portfolio and ranks 9th of 15 stocks by weight.
Has Connor Haley owned WAY before?
No. Connor Haley has not reported WAY before in the filings we track, which start with the quarter ended June 30, 2013.