Connor Haley - Alta Fox Capital Management 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Alta Fox Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - Hinge Health, Douglas Dynamics, Inc., Insulet Corporation, Valmont Industries, Inc., Valvoline Inc., and 3 more

Increases - Brinks Company (The), XPEL, Inc.

Reductions - BrightSpring Health Services, I, CarGurus, Inc., Daktronics, Inc.

Complete Exits - Toast, Inc., TriMas Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	433313103 Hinge Health	Hinge Health	Buy - Position Entry	+272,100	-	$22.58M	272,100
Q2 2026	BCO Brinks Company (The)	Brinks Company (The)	Buy	+212,585	+190.3%	$30.64M	324,285
Q2 2026	BTSG BrightSpring Health Services, I	BrightSpring Health Services, I	Sell	-446,400	-31.4%	$68.14M	977,000
Q2 2026	CARG CarGurus, Inc.	CarGurus, Inc.	Sell	-743,800	-46.9%	$28.76M	843,546
Q2 2026	DAKT Daktronics, Inc.	Daktronics, Inc.	Sell	-484,600	-14.4%	$56.47M	2,886,799
Q2 2026	PLOW Douglas Dynamics, Inc.	Douglas Dynamics, Inc.	Buy - Position Entry	+192,342	-	$10.38M	192,342
Q2 2026	PODD Insulet Corporation	Insulet Corporation	Buy - Position Entry	+82,600	-	$12.58M	82,600
Q2 2026	TOST Toast, Inc.	Toast, Inc.	Sell - Position Exit	-740,300	-100.0%	$0.00	-
Q2 2026	TRS TriMas Corporation	TriMas Corporation	Sell - Position Exit	-223,448	-100.0%	$0.00	-
Q2 2026	VMI Valmont Industries, Inc.	Valmont Industries, Inc.	Buy - Position Entry	+36,480	-	$21.07M	36,480
Q2 2026	VVV Valvoline Inc.	Valvoline Inc.	Buy - Position Entry	+299,971	-	$11.86M	299,971
Q2 2026	WAY Waystar Holding Corp.	Waystar Holding Corp.	Buy - Position Entry	+1,039,000	-	$21.33M	1,039,000
Q2 2026	WEX WEX Inc.	WEX Inc.	Buy - Position Entry	+91,000	-	$12.84M	91,000
Q2 2026	WLDN Willdan Group, Inc.	Willdan Group, Inc.	Buy - Position Entry	+359,806	-	$28.46M	359,806
Q2 2026	XPEL XPEL, Inc.	XPEL, Inc.	Buy	+65,500	+3.4%	$98.69M	1,989,758
Q1 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell - Position Exit	-83,000	-100.0%	$0.00	-
Q1 2026	ARES Ares Management Corporation	Ares Management Corporation	Sell - Position Exit	-100,600	-100.0%	$0.00	-
Q1 2026	BCO Brinks Company (The)	Brinks Company (The)	Buy - Position Entry	+111,700	-	$11.58M	111,700
Q1 2026	BTSG BrightSpring Health Services, I	BrightSpring Health Services, I	Buy	+185,900	+15.0%	$60.65M	1,423,400
Q1 2026	CARG CarGurus, Inc.	CarGurus, Inc.	Buy	+313,802	+24.6%	$54.05M	1,587,346
Q1 2026	DAKT Daktronics, Inc.	Daktronics, Inc.	Sell	-361,800	-9.7%	$65.91M	3,371,399
Q1 2026	FICO Fair Isaac Corporation	Fair Isaac Corporation	Sell - Position Exit	-11,810	-100.0%	$0.00	-
Q1 2026	FIGS FIGS, Inc.	FIGS, Inc.	Sell - Position Exit	-875,600	-100.0%	$0.00	-
Q1 2026	IDT IDT Corporation	IDT Corporation	Buy - Position Entry	+97,010	-	$4.76M	97,010
Q1 2026	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell - Position Exit	-16,600	-100.0%	$0.00	-
Q1 2026	MSFT Microsoft Corporation	Microsoft Corporation	Sell - Position Exit	-18,000	-100.0%	$0.00	-
Q1 2026	NATL NCR Atleos Corporation	NCR Atleos Corporation	Sell	-389,992	-20.0%	$68.02M	1,560,889
Q1 2026	REZI Resideo Technologies, Inc.	Resideo Technologies, Inc.	Sell - Position Exit	-1,266,700	-100.0%	$0.00	-
Q1 2026	TOST Toast, Inc.	Toast, Inc.	Buy - Position Entry	+740,300	-	$19.63M	740,300
Q1 2026	TRS TriMas Corporation	TriMas Corporation	Sell	-339,927	-60.3%	$8.03M	223,448

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