Connor Haley - Alta Fox Capital Management 13F Activity & Position Changes (Q2 2025)

According to the SEC 13F filed on Aug 14, 2025, the Alta Fox Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2025. 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 2025, the filing reported:

New Buys - Astronics Corporation, DexCom, Inc., TAT Technologies, Meta Platforms, Inc., NCR Atleos Corporation, and 2 more

Increases - Ares Management Corporation, DoubleVerify Holdings, Inc., Integral Ad Science Holding Cor, The Joint Corp., Resolute Holdings

Reductions - Daktronics, Inc., IDT Corporation, REV Group, Inc.

Complete Exits - ATI Inc., Arcos Dorados, Tennant Company

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 2025	ARES Ares Management Corporation	Ares Management Corporation	Buy	+62,600	+374.1%	$13.74M	79,332
Q2 2025	ATI ATI Inc.	ATI Inc.	Sell - Position Exit	-216,300	-100.0%	$0.00	-
Q2 2025	ATRO Astronics Corporation	Astronics Corporation	Buy - Position Entry	+75,248	-	$2.52M	75,248
Q2 2025	DAKT Daktronics, Inc.	Daktronics, Inc.	Sell	-1,000,000	-16.7%	$75.20M	4,973,599
Q2 2025	DV DoubleVerify Holdings, Inc.	DoubleVerify Holdings, Inc.	Buy	+35,935	+10.8%	$5.53M	369,400
Q2 2025	DXCM DexCom, Inc.	DexCom, Inc.	Buy - Position Entry	+247,900	-	$21.64M	247,900
Q2 2025	G0457F107 Arcos Dorados	Arcos Dorados	Sell - Position Exit	-1,120,700	-100.0%	$0.00	-
Q2 2025	IAS Integral Ad Science Holding Cor	Integral Ad Science Holding Cor	Buy	+586,037	+48.3%	$14.96M	1,800,090
Q2 2025	IDT IDT Corporation	IDT Corporation	Sell	-47,530	-34.9%	$6.05M	88,530
Q2 2025	JYNT The Joint Corp.	The Joint Corp.	Buy	+178,781	+44.4%	$6.71M	581,877
Q2 2025	M8740S227 TAT Technologies	TAT Technologies	Buy - Position Entry	+122,790	-	$3.75M	122,790
Q2 2025	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+16,600	-	$12.25M	16,600
Q2 2025	NATL NCR Atleos Corporation	NCR Atleos Corporation	Buy - Position Entry	+1,513,127	-	$43.17M	1,513,127
Q2 2025	NATR Nature's Sunshine Products, Inc	Nature's Sunshine Products, Inc	Buy - Position Entry	+450,000	-	$6.66M	450,000
Q2 2025	PLOW Douglas Dynamics, Inc.	Douglas Dynamics, Inc.	Buy - Position Entry	+266,843	-	$7.86M	266,843
Q2 2025	REVG REV Group, Inc.	REV Group, Inc.	Sell	-696,945	-30.3%	$76.42M	1,605,857
Q2 2025	RHLD Resolute Holdings	Resolute Holdings	Buy	+60,100	+36.4%	$7.18M	225,249
Q2 2025	TNC Tennant Company	Tennant Company	Sell - Position Exit	-916	-100.0%	$0.00	-