Connor Haley's Alta Fox Capital Management reported 360K shares of Willdan Group Inc (WLDN) 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 $28.5M, or 5.72% of the reported portfolio. WLDN enters the book as the 7th largest of 15 stock positions.
What did the 2026 Q2 filing report for WLDN?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 360K |
| Reported value | $28.5M |
| Portfolio weight | 5.72% |
| Rank in portfolio | 7th of 15 |
How big is the new WLDN position?
Connor Haley opened 8 stock positions in 2026 Q2; WLDN is the 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 at about the fund's typical size.
Where does WLDN sit in the Connor Haley portfolio?
WLDN ranks 7th of 15 stock positions in the Connor Haley portfolio at 5.72%, about 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 WLDN purchase was the 3rd 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 WLDN before?
Connor Haley has not reported WLDN before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many WLDN shares does Connor Haley hold?
Connor Haley holds 360K shares of WLDN as of June 30, 2026, worth about $28.5M.
What is WLDN's weight in the Connor Haley portfolio?
WLDN is 5.72% of the Connor Haley portfolio and ranks 7th of 15 stocks by weight.
Has Connor Haley owned WLDN before?
No. Connor Haley has not reported WLDN before in the filings we track, which start with the quarter ended June 30, 2013.