Connor Haley - Alta Fox Capital Management 13F Activity & Position Changes (Q1 2026)

According to the SEC 13F filed on May 15, 2026, the Alta Fox Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 Q1 2026, the filing reported:

New Buys - Brinks Company (The), IDT Corporation, Toast, Inc.

Increases - BrightSpring Health Services, I, CarGurus, Inc., XPEL, Inc.

Reductions - Daktronics, Inc., NCR Atleos Corporation, TriMas Corporation

Complete Exits - Amazon.com, Inc., Ares Management Corporation, Fair Isaac Corporation, FIGS, Inc., Meta Platforms, Inc., and 2 more

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
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
Q1 2026	XPEL XPEL, Inc.	XPEL, Inc.	Buy	+481,620	+33.4%	$85.17M	1,924,258