Connor Haley's Q4 2025 Portfolio Highlights Major Increases in XPEL, BTSG, and REZI
Alta Fox Capital's Connor Haley saw significant share increases in XPEL, BTSG, and REZI during Q4 2025, while some positions like DAKT and NATL decreased.
For Q4 2025, investor Connor Haley at Alta Fox Capital Management demonstrated a strategic focus on growth, with several holdings showing substantial share increases.
XPEL (XPEL) stands out with an extraordinary 2392.94% increase in shares during the quarter, boosting its portfolio allocation to 15.49%. This significant stake growth can be explored further at https://www.insiderset.com/investors/stocks/XPEL.
Similarly, BTSG (BTSG) experienced a remarkable 168.72% jump in shares, adding nearly another million shares and increasing its weight to 9.97%. Investors can learn more about BrightSpring Health Services at https://www.insiderset.com/investors/stocks/BTSG.
REZI (REZI) also saw its position double, with a 100.0% increase in shares, raising its allocation to 9.57%. RESIDEO TECHNOLOGIES INC is profiled at https://www.insiderset.com/investors/stocks/REZI.
Other notable additions or increases include CARG (CARG) with a 15.91% share change, ARES (ARES) with a 26.81% increase, TRS (TRS) with a 67.6% jump, and FIGS (FIGS) despite a slight decrease.
Conversely, the investor reduced positions in DAKT (DAKT) and NATL (NATL), with decreases of 15.74% and 1.18% respectively. FICO (FICO) also saw a small decrease of 8.45%. Detailed information on these companies is available at https://www.insiderset.com/investors/stocks/DAKT, https://www.insiderset.com/investors/stocks/NATL, https://www.insiderset.com/investors/stocks/FICO.
For a complete view of Connor Haley's investment approach and holdings, visit the investor profile at https://www.insiderset.com/investor/connor-haley-alta-fox-capital-management.