Wex Inc (WEX) is a new holding of Connor Haley's Alta Fox Capital Management as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026: 91K shares worth about $12.8M, 2.58% of the portfolio. The position did not appear in the prior quarter. WEX enters the book as the 11th largest of 15 stock positions.
What did the 2026 Q2 filing report for WEX?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 91K |
| Reported value | $12.8M |
| Portfolio weight | 2.58% |
| Rank in portfolio | 11th of 15 |
How big is the new WEX position?
Connor Haley opened 8 stock positions in 2026 Q2; WEX is the 5th 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 WEX sit in the Connor Haley portfolio?
WEX ranks 11th of 15 stock positions in the Connor Haley portfolio at 2.58%, below the fund's average stock position of 7%. The WEX purchase was the 9th 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 WEX before?
Connor Haley has not reported WEX before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many WEX shares does Connor Haley hold?
Connor Haley holds 91K shares of WEX as of June 30, 2026, worth about $12.8M.
What is WEX's weight in the Connor Haley portfolio?
WEX is 2.58% of the Connor Haley portfolio and ranks 11th of 15 stocks by weight.
Has Connor Haley owned WEX before?
No. Connor Haley has not reported WEX before in the filings we track, which start with the quarter ended June 30, 2013.