Alta Fox Capital Management's Top Holdings Show Shifts in Tech and Healthcare
Connor Haley's portfolio, valued at $378 million as of March 31, 2026, features significant changes in holdings like XPEL and BTSG, with Technology and Consumer Cyclical sectors dominating the top allocations.
As of March 31, 2026, Connor Haley of Alta Fox Capital Management holds a portfolio valued at approximately $378 million, with Technology and Consumer Cyclical sectors leading the allocations. The top holdings reflect strategic adjustments, including notable increases and decreases in shares.
In Technology, XPEL (XPEL) stands out with a 33.38% increase in shares, now comprising 22.54% of the portfolio. DAKT (DAKT) saw a 9.69% decrease, while NATL (NATL) experienced a 19.99% reduction in its position. For Healthcare, BTSG (BTSG) was newly added with a 100% increase in shares, now accounting for 16.05% of the portfolio.
In the Consumer Cyclical sector, XPEL remains a top holding, alongside CARG (CARG) which saw a 24.64% increase in shares. Conversely, TRS (TRS) experienced a significant 60.34% decrease. Other sectors like Industrials and Communication Services show smaller allocations but notable changes, such as BCO (BCO) with a 100% increase and IDT (IDT) with a modest 9.58% rise.
For detailed insights into Connor Haley's investment strategy and the companies in his portfolio, readers can explore the investor profile at https://www.insiderset.com/investor/connor-haley-alta-fox-capital-management and individual stock analyses at https://www.insiderset.com/investors/stocks/XPEL, https://www.insiderset.com/investors/stocks/NATL, https://www.insiderset.com/investors/stocks/DAKT, and more.