Connor Haley – Alta Fox Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Alta Fox Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – NCR Atleos Corporation (NATL), Nature's Sunshine Products, Inc (NATR), Douglas Dynamics, Inc. (PLOW), DexCom, Inc. (DXCM), TAT Technologies (M8740S227), and 2 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Alta Fox Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | NATL NCR Atleos Corporation | Buy - Position Entry | +1,513,127 |
Q2 2025Jun 30, 2025 | IAS Integral Ad Science Holding Cor | Buy | +586,037+48.3% |
Q2 2025Jun 30, 2025 | NATR Nature's Sunshine Products, Inc | Buy - Position Entry | +450,000 |
Q2 2025Jun 30, 2025 | PLOW Douglas Dynamics, Inc. | Buy - Position Entry | +266,843 |
Q2 2025Jun 30, 2025 | DXCM DexCom, Inc. | Buy - Position Entry | +247,900 |
Q2 2025Jun 30, 2025 | JYNT The Joint Corp. | Buy | +178,781+44.4% |
Q2 2025Jun 30, 2025 | M8740S227 TAT Technologies | Buy - Position Entry | +122,790 |
Q2 2025Jun 30, 2025 | ATRO Astronics Corporation | Buy - Position Entry | +75,248 |
Q2 2025Jun 30, 2025 | ARES Ares Management Corporation | Buy | +62,600+374.1% |
Q2 2025Jun 30, 2025 | RHLD Resolute Holdings | Buy | +60,100+36.4% |
Q2 2025Jun 30, 2025 | DV DoubleVerify Holdings, Inc. | Buy | +35,935+10.8% |
Q2 2025Jun 30, 2025 | META Meta Platforms, Inc. | Buy - Position Entry | +16,600 |
Q2 2025Jun 30, 2025 | TNC Tennant Company | Sell - Position Exit | -916-100.0% |
Q2 2025Jun 30, 2025 | IDT IDT Corporation | Sell | -47,530-34.9% |
Q2 2025Jun 30, 2025 | ATI ATI Inc. | Sell - Position Exit | -216,300-100.0% |
Q2 2025Jun 30, 2025 | REVG REV Group, Inc. | Sell | -696,945-30.3% |
Q2 2025Jun 30, 2025 | DAKT Daktronics, Inc. | Sell | -1,000,000-16.7% |
Q2 2025Jun 30, 2025 | G0457F107 Arcos Dorados | Sell - Position Exit | -1,120,700-100.0% |
Q1 2025Mar 31, 2025 | DAKT Daktronics, Inc. | Buy | +2,899,263+94.3% |
Q1 2025Mar 31, 2025 | IAS Integral Ad Science Holding Cor | Buy | +1,208,253+20831.9% |
Q1 2025Mar 31, 2025 | G0457F107 Arcos Dorados | Buy - Position Entry | +1,120,700 |
Q1 2025Mar 31, 2025 | M8216R109 Riskified | Buy - Position Entry | +757,044 |
Q1 2025Mar 31, 2025 | TRS TriMas Corporation | Buy - Position Entry | +742,005 |
Q1 2025Mar 31, 2025 | JYNT The Joint Corp. | Buy - Position Entry | +403,096 |
Q1 2025Mar 31, 2025 | ATI ATI Inc. | Buy - Position Entry | +216,300 |
Q1 2025Mar 31, 2025 | RHLD Resolute Holdings | Buy - Position Entry | +165,149 |
Q1 2025Mar 31, 2025 | IDT IDT Corporation | Buy | +37,125+37.5% |
Q1 2025Mar 31, 2025 | ARES Ares Management Corporation | Buy - Position Entry | +16,732 |
Q1 2025Mar 31, 2025 | TNC Tennant Company | Buy - Position Entry | +916 |
Q1 2025Mar 31, 2025 | MA Mastercard Incorporated | Sell - Position Exit | -13,000-100.0% |