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 9 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $377,796,993.

What stocks does Connor Haley own?

In Connor Haley's portfolio as of 31 Mar 2026, the top 5 holdings 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%).

To see the historical data of Alta Fox Capital Management's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Alta Fox Capital Management's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $377M+
Period: 2026 Q1
Number of stock: 9
Update: 15 May 2026
BTSG
16.05%
1,423,400
$42.61
34.71% $57.40
$60,651,074
+15.02% (+185,900)
+2.10%
BCO
3.06%
111,700
$103.63
2.55% $100.99
$11,575,471
buy
+3.06%
CARG
14.31%
1,587,346
$34.05
19.47% $27.42
$54,049,131
+24.64% (+313,802)
+2.83%
DAKT
17.45%
3,371,399
$19.55
2.20% $19.12
$65,910,850
-9.69% (-361,800)
-1.87%
IDT
1.26%
97,010
$49.10
-
$4,763,191
buy
+1.26%
NATL
18.01%
1,560,889
$43.58
1.31% $44.15
$68,023,543
-19.99% (-389,992)
-4.50%
TOST
5.19%
740,300
$26.51
7.05% $24.64
$19,625,353
buy
+5.19%
TRS
2.13%
223,448
$35.94
8.99% $39.17
$8,030,721
-60.34% (-339,927)
-3.23%
XPEL
22.54%
1,924,258
$44.26
0.68% $44.56
$85,167,659
+33.38% (+481,620)
+5.64%
9 of 9

Completely sold out

REZI
1,266,700
-11.78%
MSFT
18,000
-2.30%
META
16,600
-2.90%
FIGS
875,600
-2.63%
FICO
11,810
-5.28%
ARES
100,600
-4.30%
AMZN
83,000
-5.07%

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.