Connor Haley's Portfolio Update: December 2025 Holdings Revealed

Alta Fox Capital Management's Connor Haley managed a portfolio valued at $465 million as of December 2025. This update highlights key changes in his top holdings.

Connor Haley's portfolio saw significant shifts in December. Positions like BTSG, XPEL, and TRS experienced substantial increases, with BTSG showing an impressive +168.72% share change and XPEL adding over 2392.94% shares. Conversely, holdings in DAKT and NATL decreased notably, with DAKT seeing a -15.74% share change and NATL a slight -1.18%. Other positions like CARG, REZI, and FICO also saw moderate changes, while ARES and FIGS showed increases.

For detailed information on Connor Haley's investment activities, visit his profile at https://www.insiderset.com/investor/connor-haley-alta-fox-capital-management. You can explore his stock holdings like NCR ATLEOS CORPORATION (NATL) at https://www.insiderset.com/investors/stocks/NATL, DAKTRONICS INC (DAKT) at https://www.insiderset.com/investors/stocks/DAKT, XPEL INC (XPEL) at https://www.insiderset.com/investors/stocks/XPEL, CARGURUS INC (CARG) at https://www.insiderset.com/investors/stocks/CARG, BRIGHTSPRING HEALTH SVCS INC (BTSG) at https://www.insiderset.com/investors/stocks/BTSG, RESIDEO TECHNOLOGIES INC (REZI) at https://www.insiderset.com/investors/stocks/REZI, TRIMAS CORP (TRS) at https://www.insiderset.com/investors/stocks/TRS, FAIR ISAAC CORP (FICO) at https://www.insiderset.com/investors/stocks/FICO, ARES MANAGEMENT CORPORATION (ARES) at https://www.insiderset.com/investors/stocks/ARES, and FIGS INC (FIGS) at https://www.insiderset.com/investors/stocks/FIGS.