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.
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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2026
|
433313103
Hinge Health
|
Buy - Position Entry |
+272,100
|
|
Q2 2026
|
BCO
Brinks Company (The)
|
Buy |
+212,585
|
|
Q2 2026
|
BTSG
BrightSpring Health Services, I
|
Sell |
-446,400
|
|
Q2 2026
|
CARG
CarGurus, Inc.
|
Sell |
-743,800
|
|
Q2 2026
|
DAKT
Daktronics, Inc.
|
Sell |
-484,600
|
|
Q2 2026
|
PLOW
Douglas Dynamics, Inc.
|
Buy - Position Entry |
+192,342
|
|
Q2 2026
|
PODD
Insulet Corporation
|
Buy - Position Entry |
+82,600
|
|
Q2 2026
|
TOST
Toast, Inc.
|
Sell - Position Exit |
-740,300
|
|
Q2 2026
|
TRS
TriMas Corporation
|
Sell - Position Exit |
-223,448
|
|
Q2 2026
|
VMI
Valmont Industries, Inc.
|
Buy - Position Entry |
+36,480
|
|
Q2 2026
|
VVV
Valvoline Inc.
|
Buy - Position Entry |
+299,971
|
|
Q2 2026
|
WAY
Waystar Holding Corp.
|
Buy - Position Entry |
+1,039,000
|
|
Q2 2026
|
WEX
WEX Inc.
|
Buy - Position Entry |
+91,000
|
|
Q2 2026
|
WLDN
Willdan Group, Inc.
|
Buy - Position Entry |
+359,806
|
|
Q2 2026
|
XPEL
XPEL, Inc.
|
Buy |
+65,500
|