Connor Haley Holdings Activity

Alta Fox Capital Management Portfolio 13F

Alta Fox Capital Management has disclosed a total of 16 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 3, bought 3 totally new, decreased the number of shares of 3 and completely sold out 7 position(s).

What stocks is Connor Haley buying now?

In the recent quarter Connor Haley has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (XPEL) XPEL INC (added shares +33.38%), (TOST) TOAST INC-CLASS A (new buy), (BCO) BRINK'S CO/THE (new buy), (CARG) CARGURUS INC (added shares +24.64%) and (BTSG) BRIGHTSPRING HEALTH SERVICES (added shares +15.02%).

What does Connor Haley invest in?

Connor Haley's top 5 holdings (by % of portfolio) are (XPEL) XPEL INC (22.54%), (NATL) NCR ATLEOS CORP (18.01%), (DAKT) DAKTRONICS INC (17.45%), (BTSG) BRIGHTSPRING HEALTH SERVICES (16.05%) and (CARG) CARGURUS INC (14.31%).

In the latest report(s) the following changes have been made to the top investments: (XPEL) XPEL INC (added shares +33.38%), (NATL) NCR ATLEOS CORP (reduced shares -19.99%), (DAKT) DAKTRONICS INC (reduced shares -9.69%), (BTSG) BRIGHTSPRING HEALTH SERVICES (added shares +15.02%) and (CARG) CARGURUS INC (added shares +24.64%).

2025 Q3 (23 results)
CARG
buy
+1,098,700
+9.12%
$37.23
26.35% $27.42
9.12%
XPEL
buy
+57,869
+0.43%
$33.07
34.74% $44.56
0.43%
SN
buy
+149,000
+3.43%
$103.15
16.16% $119.82
0.00%
FICO
buy
+12,900
+4.30%
$1,496.53
24.00% $1,137.33
4.30%
TXT
buy
+240,800
+4.54%
$84.49
7.80% $91.08
0.00%
FIGS
buy
+909,300
+1.36%
$6.69
77.43% $11.87
1.36%
BTSG
buy
+460,525
+3.04%
$29.56
94.18% $57.40
3.04%
DV
+233.49%
+862,500
+2.30%
$11.98
14.44% $10.25
0.00%
DXCM
+52.92%
+131,200
+1.97%
$67.29
8.28% $72.86
0.00%
NATL
+30.47%
+461,026
+4.04%
$39.31
12.31% $44.15
17.30%
DAKT
-10.91%
-542,800
-2.53%
$20.92
8.60% $19.12
20.67%
NATR
-32.51%
-146,300
-0.51%
$15.52
27.51% $19.79
0.00%
ATRO
-45.45%
-34,200
-0.35%
$45.61
85.75% $84.72
0.00%
REVG
-49.72%
-798,400
-10.09%
$56.67
-
0.00%
JYNT
-50.44%
-293,500
-0.62%
$9.54
13.10% $8.29
0.00%
TRS
-54.70%
-405,861
-3.50%
$38.64
1.37% $39.17
2.90%
RSKD
-100.00%
-757,044
-0.84%
$4.99
4.81% $4.75
0.00%
IDT
-100.00%
-88,530
-1.35%
$68.32
-
0.00%
TATT
-100.00%
-122,790
-0.84%
$30.54
44.11% $44.01
0.00%
IAS
-100.00%
-1,800,090
-3.34%
$8.31
-
0.00%
ARES
-100.00%
-79,332
-3.06%
$173.20
27.45% $125.65
0.00%
RHLD
-100.00%
-225,249
-1.60%
$31.87
272.39% $118.68
0.00%
PLOW
-100.00%
-266,843
-1.75%
$29.47
50.87% $44.46
0.00%
2025 Q2 (18 results)
NATR
buy
+450,000
+1.81%
$14.79
33.81% $19.79
1.81%
ATRO
buy
+75,248
+0.68%
$33.48
153.05% $84.72
0.68%
TATT
buy
+122,790
+1.02%
$30.54
44.11% $44.01
0.00%
NATL
buy
+1,513,127
+11.73%
$28.53
54.75% $44.15
11.73%
PLOW
buy
+266,843
+2.14%
$29.47
50.87% $44.46
0.00%
META
buy
+16,600
+3.33%
$738.09
19.66% $593.00
3.33%
DXCM
buy
+247,900
+5.88%
$87.29
16.53% $72.86
5.88%
ARES
+374.13%
+62,600
+2.95%
$173.20
27.45% $125.65
0.00%
IAS
+48.27%
+586,037
+1.32%
$8.31
-
0.00%
JYNT
+44.35%
+178,781
+0.56%
$11.54
28.16% $8.29
1.83%
RHLD
+36.39%
+60,100
+0.52%
$31.87
272.39% $118.68
0.00%
DV
+10.78%
+35,935
+0.15%
$14.97
31.53% $10.25
1.50%
DAKT
-16.74%
-1,000,000
-4.11%
$15.12
26.46% $19.12
20.44%
REVG
-30.27%
-696,945
-9.02%
$47.59
-
20.77%
IDT
-34.93%
-47,530
-0.88%
$68.32
-
0.00%
TNC
-100.00%
-916
-0.02%
$79.75
5.34% $84.01
0.00%
ARCO
-100.00%
-1,120,700
-2.46%
$8.06
1.74% $8.20
0.00%
ATI
-100.00%
-216,300
-3.06%
$52.03
241.09% $177.47
0.00%
41 of 299

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.