Connor Haley's Q1 2026 Portfolio Highlights Major Increases in XPEL, BTSG, CARG
Alta Fox Capital Management's Connor Haley saw significant share increases in XPEL, BTSG, and CARG during the quarter, while trimming positions in NATL and DAKT.
As of March 31, 2026, Connor Haley's portfolio at Alta Fox Capital Management stands at approximately $378 million. The portfolio shows notable quarterly shifts, with significant increases in several holdings.
Connor Haley's largest position, XPEL INC (XPEL), saw substantial growth with a 33.38% increase in shares during the quarter. This significant stake increase is detailed here: https://www.insiderset.com/investors/stocks/XPEL.
Elsewhere, BRIGHTSPRING HEALTH SVCS INC (BTSG) and CARGURUS INC (CARG) also experienced doubling of their positions, representing major new or significantly increased commitments. Learn more about BTSG here: https://www.insiderset.com/investors/stocks/BTSG, and about CARG here: https://www.insiderset.com/investors/stocks/CARG.
Conversely, the investor reduced exposure in NCR ATLEOS CORPORATION (NATL) and DAKTRONICS INC (DAKT), with nearly 20% and nearly 10% decreases in shares, respectively. Details on NATL can be found here: https://www.insiderset.com/investors/stocks/NATL, and on DAKT here: https://www.insiderset.com/investors/stocks/DAKT.
Other notable changes include a significant reduction in TRIMAS CORP (TRS) and a moderate increase in IDT CORP (IDT). For more information on TRS, visit: https://www.insiderset.com/investors/stocks/TRS.
Full portfolio details for Connor Haley can be viewed here: https://www.insiderset.com/investor/connor-haley-alta-fox-capital-management.