Connor Haley Portfolio Update: March 2026 Holdings Analysis
Alta Fox Capital Management's Connor Haley saw his portfolio valued at $378M as of March 31, 2026. This analysis highlights key holdings changes including significant increases in XPEL and BTSG.
As of March 31, 2026, Connor Haley of Alta Fox Capital Management held a portfolio valued at $378.8 million.
Haley's portfolio saw significant changes in March. XPEL INC (XPEL) increased by 33.38% in shares, becoming a core holding at 22.54% allocation. DAKTRONICS INC (DAKT) experienced a 9.69% decrease in shares, while TOAST INC (TOST) and BRINKS CO (BCO) both saw 100% increases in their holdings, suggesting new or significantly expanded positions. BTSG also showed a substantial 15.02% increase in shares.
NCR ATLEOS CORPORATION (NATL) saw a nearly 20% reduction in its position, while DAKTRONICS INC (DAKT) experienced a 9.69% decrease in shares. TRIMAS CORP (TRS) saw a significant reduction of 60.34% in its position. IDT CORP (IDT) showed a modest increase of 9.58% in shares.
For detailed analysis of each holding, visit the investor profile here or explore specific stock profiles like XPEL, NATL, DAKT, BTSG, CARG, TOST, BCO, TRS, and IDT.