Connor Haley - Alta Fox Capital Management 13F Activity & Position Changes (Q4 2025)

As of Dec 31, 2025, the Alta Fox Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 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 Q4 2025, the filing reported:

New Buys - Ares Management Corporation, Resideo Technologies, Inc.

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

Reductions - Daktronics, Inc., Fair Isaac Corporation, FIGS, Inc., Microsoft Corporation, NCR Atleos Corporation

Complete Exits - Astronics Corporation, DoubleVerify Holdings, Inc., DexCom, Inc., The Joint Corp., Nature's Sunshine Products, Inc, and 3 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
Q4 2025	ARES Ares Management Corporation	Ares Management Corporation	Buy - Position Entry	+100,600	-	$16.26M	100,600
Q4 2025	ATRO Astronics Corporation	Astronics Corporation	Sell - Position Exit	-41,048	-100.0%	$0.00	-
Q4 2025	BTSG BrightSpring Health Services, I	BrightSpring Health Services, I	Buy	+776,975	+168.7%	$46.34M	1,237,500
Q4 2025	CARG CarGurus, Inc.	CarGurus, Inc.	Buy	+174,844	+15.9%	$48.84M	1,273,544
Q4 2025	DAKT Daktronics, Inc.	Daktronics, Inc.	Sell	-697,600	-15.7%	$73.81M	3,733,199
Q4 2025	DV DoubleVerify Holdings, Inc.	DoubleVerify Holdings, Inc.	Sell - Position Exit	-1,231,900	-100.0%	$0.00	-
Q4 2025	DXCM DexCom, Inc.	DexCom, Inc.	Sell - Position Exit	-379,100	-100.0%	$0.00	-
Q4 2025	FICO Fair Isaac Corporation	Fair Isaac Corporation	Sell	-1,090	-8.4%	$19.97M	11,810
Q4 2025	FIGS FIGS, Inc.	FIGS, Inc.	Sell	-33,700	-3.7%	$9.95M	875,600
Q4 2025	JYNT The Joint Corp.	The Joint Corp.	Sell - Position Exit	-288,377	-100.0%	$0.00	-
Q4 2025	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-24,300	-57.4%	$8.71M	18,000
Q4 2025	NATL NCR Atleos Corporation	NCR Atleos Corporation	Sell	-23,272	-1.2%	$74.35M	1,950,881
Q4 2025	NATR Nature's Sunshine Products, Inc	Nature's Sunshine Products, Inc	Sell - Position Exit	-303,700	-100.0%	$0.00	-
Q4 2025	REVG REV Group, Inc.	REV Group, Inc.	Sell - Position Exit	-807,457	-100.0%	$0.00	-
Q4 2025	REZI Resideo Technologies, Inc.	Resideo Technologies, Inc.	Buy - Position Entry	+1,266,700	-	$44.49M	1,266,700
Q4 2025	SN SharkNinja	SharkNinja	Sell - Position Exit	-149,000	-100.0%	$0.00	-
Q4 2025	TRS TriMas Corporation	TriMas Corporation	Buy	+227,231	+67.6%	$19.97M	563,375
Q4 2025	TXT Textron Inc.	Textron Inc.	Sell - Position Exit	-240,800	-100.0%	$0.00	-
Q4 2025	XPEL XPEL, Inc.	XPEL, Inc.	Buy	+1,384,769	+2392.9%	$72.00M	1,442,638