Connor Haley - Alta Fox Capital Management Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Alta Fox Capital Management disclosed 15 stock positions valued at approximately $497.19M as of quarter-end June 30, 2026. The largest holdings include XPEL INC, BRIGHTSPRING HEALTH SVCS INC, and NCR ATLEOS CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 15
- Portfolio Value
- $497.19M
Holdings by Sector
Alta Fox Capital Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| XPEL INC | XPEL | Consumer Cyclical | 19.85% | 1,989,758 | +65,500 | +3.40% | $98,691,997 |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 13.70% | 977,000 | -446,400 | -31.36% | $68,135,980 |
| NCR ATLEOS CORPORATION | NATL | Technology | 13.63% | 1,560,889 | - | - | $67,758,191 |
| DAKTRONICS INC | DAKT | Technology | 11.36% | 2,886,799 | -484,600 | -14.37% | $56,465,788 |
| BRINKS CO | BCO | Industrials | 6.16% | 324,285 | +212,585 | +190.32% | $30,641,690 |
| CARGURUS INC | CARG | Consumer Cyclical | 5.78% | 843,546 | -743,800 | -46.86% | $28,756,483 |
| WILLDAN GROUP INC | WLDN | Industrials | 5.72% | 359,806 | +359,806 | +100.00% | $28,460,655 |
| HINGE HEALTH INC | HNGE | Healthcare | 4.54% | 272,100 | +272,100 | +100.00% | $22,584,300 |
| WAYSTAR HLDG CORP | WAY | Healthcare | 4.29% | 1,039,000 | +1,039,000 | +100.00% | $21,330,670 |
| VALMONT INDS INC | VMI | Industrials | 4.24% | 36,480 | +36,480 | +100.00% | $21,070,848 |
| WEX INC | WEX | Technology | 2.58% | 91,000 | +91,000 | +100.00% | $12,839,190 |
| INSULET CORP | PODD | Healthcare | 2.53% | 82,600 | +82,600 | +100.00% | $12,575,850 |
| VALVOLINE INC | VVV | Consumer Cyclical | 2.39% | 299,971 | +299,971 | +100.00% | $11,860,853 |
| DOUGLAS DYNAMICS INC | PLOW | Consumer Cyclical | 2.09% | 192,342 | -74,501 | -27.92% | $10,376,851 |
| IDT CORP | IDT | Communication Services | 1.13% | 97,010 | - | - | $5,642,102 |
Showing 15 of 15 holdings in the latest reporting period.