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%).

2022 Q4 (20 results)
TBBK
buy
+276,900
+6.23%
$28.38
90.66% $54.11
6.23%
XPEL
buy
+18,874
+0.90%
$60.06
25.81% $44.56
0.00%
CASH
buy
+754,178
+25.74%
$43.05
85.57% $79.89
25.74%
IMXI
buy
+323,383
+6.25%
$24.37
38.65% $14.95
6.25%
RTX
buy
+88,883
+7.11%
$100.92
79.34% $180.99
0.00%
DIS
buy
+78,580
+5.41%
$86.88
14.77% $99.71
0.00%
AMZN
+65.22%
+30,000
+2.00%
$84.00
192.89% $246.03
0.00%
KKR
+30.47%
+61,950
+2.28%
$46.42
101.21% $93.40
9.76%
ELY
+26.50%
+130,000
+2.04%
$19.75
-
9.72%
DAKT
-9.53%
-166,568
-0.37%
$2.82
578.01% $19.12
3.54%
NGMS
-23.32%
-238,440
-2.30%
$12.19
-
0.00%
XPOF
-42.27%
-217,316
-3.95%
$22.93
76.71% $5.34
0.00%
IDT
-58.07%
-377,239
-8.42%
$28.17
-
6.08%
PCYO
-100.00%
-290,547
-1.92%
$8.35
25.51% $10.48
0.00%
FNKO
-100.00%
-1,185,054
-18.99%
$20.22
74.78% $5.10
0.00%
VRRM
-100.00%
-325,000
-3.96%
$15.37
71.96% $4.31
0.00%
HAS
-100.00%
-3,162,133
-169.00%
$67.42
24.86% $84.18
0.00%
GOOGL
-100.00%
-60,000
-4.55%
$95.65
285.29% $368.53
0.00%
MMMB
-100.00%
-1,210,868
-1.05%
$1.09
-
0.00%
EVBG
-100.00%
-118,799
-2.91%
$30.88
-
0.00%
2022 Q3 (19 results)
DAKT
buy
+1,748,098
+1.46%
$2.71
605.59% $19.12
1.46%
VRRM
buy
+325,000
+1.54%
$15.37
71.96% $4.31
0.00%
AMZN
buy
+46,000
+1.60%
$113.00
117.73% $246.03
1.60%
KKR
buy
+203,333
+2.70%
$43.00
117.22% $93.40
2.70%
IDT
+96.86%
+319,663
+2.45%
$24.83
-
4.98%
FNKO
+56.05%
+425,633
+2.66%
$20.22
74.78% $5.10
0.00%
HAS
+0.64%
+20,000
+0.42%
$67.42
24.86% $84.18
0.00%
JYNT
+0.35%
+385
+0.00%
$15.71
47.24% $8.29
0.54%
NGMS
-16.50%
-202,000
-0.80%
$12.90
-
4.07%
XPOF
-24.24%
-164,440
-0.93%
$18.26
70.76% $5.34
2.90%
ELY
-27.71%
-188,048
-1.12%
$19.26
-
2.92%
MMMB
-28.22%
-475,931
-0.16%
$1.09
-
0.00%
GOOGL
-63.64%
-105,000
-3.10%
$95.65
285.29% $368.53
0.00%
EVBG
-72.05%
-306,201
-2.92%
$30.88
-
0.00%
DSKE
-100.00%
-2,228,664
-4.40%
$6.39
-
0.00%
XPEL
-100.00%
-368,833
-5.23%
$45.93
2.98% $44.56
0.00%
FC
-100.00%
-175,558
-2.50%
$46.18
48.18% $23.93
0.00%
LQDT
-100.00%
-59,300
-0.25%
$13.44
177.01% $37.23
0.00%
BLDR
-100.00%
-55,000
-0.91%
$53.71
37.11% $73.64
0.00%
39 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.