Connor Haley's Portfolio

Alta Fox Capital Management 13F holdings

What is Connor Haley's portfolio?

Alta Fox Capital Management has disclosed a total of 13 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $464,792,147.

What stocks does Connor Haley own?

In Connor Haley's portfolio as of 31 Dec 2025, the top 5 holdings are (NATL) NCR ATLEOS CORP (16.00%), (DAKT) DAKTRONICS INC (15.88%), (XPEL) XPEL INC (15.49%), (CARG) CARGURUS INC (10.51%) and (BTSG) BRIGHTSPRING HEALTH SERVICES (9.97%).

To see the historical data of Alta Fox Capital Management's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Alta Fox Capital Management's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $464M+
Period: 2025 Q4
Number of stock: 13
Update: 13 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AMZN
AMAZONCOM INC
4.12%
83,000
$230.82
6.59% $246.03
$19,158,060
ARES
ARES MANAGEMENT CORP - A
3.50%
100,600
$161.63
22.26% $125.65
$16,259,978
buy
+3.50%
BTSG
BRIGHTSPRING HEALTH SERVICES
9.97%
1,237,500
$37.45
53.27% $57.40
$46,344,375
+168.72% (+776,975)
+6.26%
CARG
CARGURUS INC
10.51%
1,273,544
$38.35
28.50% $27.42
$48,840,412
+15.91% (+174,844)
+1.44%
DAKT
DAKTRONICS INC
15.88%
3,733,199
$19.77
3.29% $19.12
$73,805,344
-15.74% (-697,600)
-2.97%
FICO
FAIR ISAAC CORP
4.30%
11,810
$1,690.62
32.73% $1,137.33
$19,966,222
-8.45% (-1,090)
-0.40%
FIGS
FIGS INC-CLASS A
2.14%
875,600
$11.36
4.49% $11.87
$9,946,816
-3.71% (-33,700)
-0.08%
META
META PLATFORMS INC-CLASS A
2.36%
16,600
$660.09
10.16% $593.00
$10,957,494
MSFT
MICROSOFT CORP
1.87%
18,000
$483.62
13.84% $416.67
$8,705,160
-57.45% (-24,300)
-2.53%
NATL
NCR ATLEOS CORP
16.00%
1,950,881
$38.11
15.85% $44.15
$74,348,075
-1.18% (-23,272)
-0.19%
REZI
RESIDEO TECHNOLOGIES INC
9.57%
1,266,700
$35.12
11.13% $31.21
$44,486,504
buy
+9.57%
TRS
TRIMAS CORP
4.30%
563,375
$35.45
10.49% $39.17
$19,971,644
+67.60% (+227,231)
+1.73%
XPEL
XPEL INC
15.49%
1,442,638
$49.91
10.72% $44.56
$72,002,063
+2,392.94% (+1,384,769)
+14.87%
13 of 13

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ATRO
ASTRONICS CORP
41,048
-0.40%
DXCM
DEXCOM INC
379,100
-5.49%
DV
DOUBLEVERIFY HOLDINGS INC
1,231,900
-3.18%
JYNT
JOINT CORP/THE
288,377
-0.59%
NATR
NATURES SUNSHINE PRODS INC
303,700
-1.01%
REVG
REV GROUP INC
807,457
-9.84%
SN
SHARKNINJA INC
149,000
-3.31%
TXT
TEXTRON INC
240,800
-4.38%

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.