One name, Xpel Inc (XPEL), is 19.85% of what Connor Haley's Alta Fox Capital Management reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 1.99M shares worth about $98.7M, the largest of 15 stock positions. Connor Haley added 3% to the share count in 2026 Q2.
What did the 2026 Q2 filing report for XPEL?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 19.85% |
| Shares | 1.99M |
| Reported value | $98.7M |
| Rank in portfolio | 1st of 15 |
| Next largest holding | BTSG at 13.7% |
| Top three holdings | 47.18% of the book |
| Change this quarter | +3% shares |
How concentrated is Connor Haley in XPEL?
XPEL at 19.85% is 3 times the average stock position in the Connor Haley portfolio, which is 7%. The next largest holding is BTSG at 13.7%. The three largest stocks together are 47.18% of the reported book. A quarter earlier XPEL was 22.54% of the book.
Where does XPEL sit in the Connor Haley portfolio?
XPEL is the largest of 15 stock positions in the Connor Haley portfolio at 19.85%, above the fund's average stock position of 7%. The XPEL addition was the 15th 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.
How long has Connor Haley held XPEL?
Connor Haley first reported XPEL in the quarter ended December 31, 2021. The fund sold out of the name in 2023 Q1 and came back in 2025 Q3. The weight peaked at 22.54% in 2026 Q1. Last quarter the fund added to the position by 33%. Every reported trade is on the Connor Haley XPEL trade history page.
FAQ
What share of the Connor Haley portfolio is XPEL?
XPEL is 19.85% of the Connor Haley portfolio as of 2026 Q2, the largest of 15 stock positions.
What is the XPEL stake of Connor Haley worth?
Connor Haley holds 1.99M shares of XPEL, worth about $98.7M at June 30, 2026 prices, 19.85% of the reported portfolio.
What are the largest holdings of Connor Haley?
The largest stock positions of Connor Haley as of 2026 Q2 are XPEL (19.85%), BTSG (13.7%) and NATL (13.63%), together 47.18% of the book.
Did Connor Haley's Alta Fox Capital Management change its XPEL position in 2026 Q2?
Connor Haley added 3% to the share count in 2026 Q2.