Connor Haley's Portfolio Update: December 2025 Holdings Analysis
Alta Fox Capital Management's Connor Haley saw his portfolio value reach $465 million as of December 2025. This update highlights significant changes in holdings like BTSG, XPEL, and TRS, alongside decreases in NATL and DAKT.
Alta Fox Capital Management's Connor Haley managed a portfolio valued at $465 million as of December 2025.
Haley's portfolio saw major increases in BrightSpring Health Services (BTSG), XPEL Inc. (XPEL), and TRIMAS Corp (TRS), while positions in NCR ATLEOS Corporation (NATL) and DAKTRONICS INC (DAKT) decreased significantly. Other notable changes occurred across holdings like Cargurus Inc. (CARG), Resideo Technologies Inc. (REZI), and FIGS Inc. (FIGS).
For detailed analysis of each holding, including performance metrics and links to company profiles, please visit the investor profile here and explore individual stock pages here.