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)
RTX
buy
+88,883
+7.11%
$100.92
81.86% $183.53
0.00%
DIS
buy
+78,580
+5.41%
$86.88
15.15% $100.04
0.00%
TBBK
buy
+276,900
+6.23%
$28.38
102.47% $57.46
6.23%
XPEL
buy
+18,874
+0.90%
$60.06
24.86% $45.13
0.00%
CASH
buy
+754,178
+25.74%
$43.05
95.52% $84.17
25.74%
IMXI
buy
+323,383
+6.25%
$24.37
38.49% $14.99
6.25%
AMZN
+65.22%
+30,000
+2.00%
$84.00
183.99% $238.55
0.00%
KKR
+30.47%
+61,950
+2.28%
$46.42
107.32% $96.24
9.76%
ELY
+26.50%
+130,000
+2.04%
$19.75
-
9.72%
DAKT
-9.53%
-166,568
-0.37%
$2.82
619.86% $20.30
3.54%
NGMS
-23.32%
-238,440
-2.30%
$12.19
-
0.00%
XPOF
-42.27%
-217,316
-3.95%
$22.93
71.78% $6.47
0.00%
IDT
-58.07%
-377,239
-8.42%
$28.17
-
6.08%
PCYO
-100.00%
-290,547
-1.92%
$8.35
28.51% $10.73
0.00%
FNKO
-100.00%
-1,185,054
-18.99%
$20.22
73.39% $5.38
0.00%
VRRM
-100.00%
-325,000
-3.96%
$15.37
69.61% $4.67
0.00%
HAS
-100.00%
-3,162,133
-169.00%
$67.42
24.44% $83.90
0.00%
GOOGL
-100.00%
-60,000
-4.55%
$95.65
276.04% $359.68
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)
AMZN
buy
+46,000
+1.60%
$113.00
111.11% $238.55
1.60%
KKR
buy
+203,333
+2.70%
$43.00
123.82% $96.24
2.70%
DAKT
buy
+1,748,098
+1.46%
$2.71
649.13% $20.30
1.46%
VRRM
buy
+325,000
+1.54%
$15.37
69.61% $4.67
0.00%
IDT
+96.86%
+319,663
+2.45%
$24.83
-
4.98%
FNKO
+56.05%
+425,633
+2.66%
$20.22
73.39% $5.38
0.00%
HAS
+0.64%
+20,000
+0.42%
$67.42
24.44% $83.90
0.00%
JYNT
+0.35%
+385
+0.00%
$15.71
39.03% $9.58
0.54%
NGMS
-16.50%
-202,000
-0.80%
$12.90
-
4.07%
XPOF
-24.24%
-164,440
-0.93%
$18.26
64.57% $6.47
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
276.04% $359.68
0.00%
EVBG
-72.05%
-306,201
-2.92%
$30.88
-
0.00%
FC
-100.00%
-175,558
-2.50%
$46.18
47.33% $24.32
0.00%
XPEL
-100.00%
-368,833
-5.23%
$45.93
1.74% $45.13
0.00%
LQDT
-100.00%
-59,300
-0.25%
$13.44
182.29% $37.94
0.00%
BLDR
-100.00%
-55,000
-0.91%
$53.71
44.80% $77.77
0.00%
DSKE
-100.00%
-2,228,664
-4.40%
$6.39
-
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.