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 19 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $448,506,749.

What stocks does Connor Haley own?

In Connor Haley's portfolio as of 30 Sep 2025, the top 5 holdings are (DAKT) DAKTRONICS INC (20.67%), (NATL) NCR ATLEOS CORP (17.30%), (REVG) REV GROUP INC (10.20%), (CARG) CARGURUS INC (9.12%) and (DXCM) DEXCOM INC (5.69%).

To see the historical data of Alta Fox Capital Management's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Alta Fox Capital Management's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $448M+
Period: 2025 Q3
Number of stock: 19
Update: 14 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AMZN
AMAZONCOM INC
4.06%
83,000
$219.57
12.05% $246.03
$18,224,310
ATRO
ASTRONICS CORP
0.42%
41,048
$45.61
85.75% $84.72
$1,872,199
-45.45% (-34,200)
-0.35%
BTSG
BRIGHTSPRING HEALTH SERVICES
3.04%
460,525
$29.56
94.18% $57.40
$13,613,119
buy
+3.04%
CARG
CARGURUS INC
9.12%
1,098,700
$37.23
26.35% $27.42
$40,904,601
buy
+9.12%
DAKT
DAKTRONICS INC
20.67%
4,430,799
$20.92
8.60% $19.12
$92,692,315
-10.91% (-542,800)
-2.53%
DXCM
DEXCOM INC
5.69%
379,100
$67.29
8.28% $72.86
$25,509,639
+52.92% (+131,200)
+1.97%
DV
DOUBLEVERIFY HOLDINGS INC
3.29%
1,231,900
$11.98
14.44% $10.25
$14,758,162
+233.49% (+862,500)
+2.30%
FICO
FAIR ISAAC CORP
4.30%
12,900
$1,496.53
24.00% $1,137.33
$19,305,237
buy
+4.30%
FIGS
FIGS INC-CLASS A
1.36%
909,300
$6.69
77.43% $11.87
$6,083,217
buy
+1.36%
JYNT
JOINT CORP/THE
0.61%
288,377
$9.54
13.10% $8.29
$2,751,117
-50.44% (-293,500)
-0.62%
META
META PLATFORMS INC-CLASS A
2.72%
16,600
$734.38
19.25% $593.00
$12,190,708
MSFT
MICROSOFT CORP
4.88%
42,300
$517.95
19.55% $416.67
$21,909,285
NATR
NATURES SUNSHINE PRODS INC
1.05%
303,700
$15.52
27.51% $19.79
$4,713,424
-32.51% (-146,300)
-0.51%
NATL
NCR ATLEOS CORP
17.30%
1,974,153
$39.31
12.31% $44.15
$77,603,954
+30.47% (+461,026)
+4.04%
REVG
REV GROUP INC
10.20%
807,457
$56.67
-
$45,758,588
-49.72% (-798,400)
-10.09%
SN
SHARKNINJA INC
3.43%
149,000
$103.15
16.16% $119.82
$15,369,350
buy
+3.43%
TXT
TEXTRON INC
4.54%
240,800
$84.49
7.80% $91.08
$20,345,192
buy
+4.54%
TRS
TRIMAS CORP
2.90%
336,144
$38.64
1.37% $39.17
$12,988,604
-54.70% (-405,861)
-3.50%
XPEL
XPEL INC
0.43%
57,869
$33.07
34.74% $44.56
$1,913,728
buy
+0.43%
19 of 19

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ARES
ARES MANAGEMENT CORP - A
79,332
-3.06%
PLOW
DOUGLAS DYNAMICS INC
266,843
-1.75%
IDT
IDT CORP-CLASS B
88,530
-1.35%
IAS
INTEGRAL AD SCIENCE HOLDING
1,800,090
-3.34%
RHLD
RESOLUTE HOLDINGS MANAG
225,249
-1.60%
RSKD
RISKIFIED LTD-A
757,044
-0.84%
TATT
TAT TECHNOLOGIES LTD
122,790
-0.84%

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.