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%).

2023 Q2 (19 results)
HLT
buy
+87,700
+10.49%
$145.55
-
10.49%
DOLE
buy
+449,249
+4.99%
$13.52
3.62% $14.01
4.99%
GOOGL
buy
+25,200
+2.48%
$119.70
207.88% $368.53
2.48%
WCN
buy
+36,300
+4.26%
$142.93
8.60% $155.22
4.26%
MAR
buy
+88,900
+13.42%
$183.69
113.68% $392.51
13.42%
GXO
buy
+57,000
+2.94%
$62.82
22.51% $48.68
2.94%
BRAG
buy
+153,200
+0.39%
$3.07
47.23% $1.62
0.00%
AMZN
buy
+38,852
+4.16%
$130.36
88.73% $246.03
4.16%
WSC
buy
+33,900
+1.33%
$47.79
45.16% $26.21
1.33%
JYNT
+139.10%
+419,713
+5.80%
$16.83
50.73% $8.29
0.00%
ELY
-14.57%
-112,700
-1.84%
$19.85
-
0.00%
CASH
-15.20%
-59,600
-2.27%
$46.36
72.33% $79.89
12.67%
DAKT
-25.44%
-698,200
-3.67%
$6.40
198.75% $19.12
10.76%
TBBK
-50.80%
-285,765
-7.67%
$32.65
65.73% $54.11
0.00%
ARES
-65.32%
-93,000
-7.36%
$96.35
30.41% $125.65
0.00%
KKR
-100.00%
-133,460
-5.76%
$52.52
77.84% $93.40
0.00%
HZNP
-100.00%
-44,500
-3.99%
$109.14
-
0.00%
IDT
-100.00%
-137,260
-3.84%
$34.08
-
0.00%
IMXI
-100.00%
-313,431
-6.64%
$25.78
42.01% $14.95
0.00%
2023 Q1 (16 results)
HZNP
buy
+44,500
+4.59%
$109.14
-
0.00%
ARES
buy
+142,368
+11.23%
$83.44
50.59% $125.65
11.23%
JYNT
+169.67%
+189,840
+3.02%
$16.83
50.74% $8.29
4.80%
TBBK
+103.14%
+285,600
+7.52%
$27.85
94.29% $54.11
14.81%
DAKT
+73.52%
+1,162,753
+6.23%
$5.67
237.21% $19.12
14.71%
ELY
+24.67%
+153,100
+3.13%
$21.62
-
15.81%
IMXI
-3.08%
-9,952
-0.24%
$25.78
42.01% $14.95
0.00%
CASH
-48.01%
-362,073
-14.20%
$41.49
92.55% $79.89
15.38%
IDT
-49.62%
-135,182
-4.35%
$34.08
-
0.00%
KKR
-49.69%
-131,823
-6.54%
$52.52
77.84% $93.40
0.00%
RTX
-100.00%
-88,883
-8.48%
$100.92
79.34% $180.99
0.00%
AMZN
-100.00%
-76,000
-6.03%
$84.00
192.89% $246.03
0.00%
XPEL
-100.00%
-18,874
-1.07%
$60.06
25.81% $44.56
0.00%
DIS
-100.00%
-78,580
-6.45%
$86.88
14.77% $99.71
0.00%
XPOF
-100.00%
-296,753
-6.43%
$22.93
76.71% $5.34
0.00%
NGMS
-100.00%
-783,874
-9.03%
$12.19
-
0.00%
35 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.