Connor Haley - Alta Fox Capital Management Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Alta Fox Capital Management portfolio balances reported a total equity value of $377.80M across 9 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight XPEL INC (XPEL) as the single largest position, accounting for 22.5% of total equity value, followed by NCR ATLEOS CORPORATION (NATL), DAKTRONICS INC (DAKT), BRIGHTSPRING HEALTH SVCS INC (BTSG), and others. Collectively, the top five holdings represent 88.4% of the portfolio, showing how capital is distributed among core positions and long-term investments.