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 |
|---|---|---|---|
Q1 2024Mar 31, 2024 | KKR KKR & Co. Inc. | Sell - Position Exit | -56,460-100.0% |
Q1 2024Mar 31, 2024 | IWM iShares Russell 2000 ETF | Sell - Position Exit | -86,700-100.0% |
Q1 2024Mar 31, 2024 | MTCH Match Group, Inc. | Sell - Position Exit | -395,300-100.0% |
Q1 2024Mar 31, 2024 | GRND Grindr Inc. | Sell - Position Exit | -1,597,555-100.0% |
Q4 2023Dec 31, 2023 | GRND Grindr Inc. | Buy | +1,395,517+690.7% |
Q4 2023Dec 31, 2023 | MTCH Match Group, Inc. | Buy - Position Entry | +395,300 |
Q4 2023Dec 31, 2023 | FCFS FirstCash Holdings, Inc. | Buy - Position Entry | +246,245 |
Q4 2023Dec 31, 2023 | IDT IDT Corporation | Buy - Position Entry | +193,566 |
Q4 2023Dec 31, 2023 | IWM iShares Russell 2000 ETF | Buy - Position Entry | +86,700 |
Q4 2023Dec 31, 2023 | WSC WillScot Holdings Corporation | Buy | +30,300+18.9% |
Q4 2023Dec 31, 2023 | WCN Waste Connections, Inc. | Buy | +30,000+58.1% |
Q4 2023Dec 31, 2023 | AMZN Amazon.com, Inc. | Buy | +1,600+3.2% |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Sell | -900-4.0% |
Q4 2023Dec 31, 2023 | MAR Marriott International | Sell | -3,200-7.7% |
Q4 2023Dec 31, 2023 | HLT Hilton Worldwide Holdings Inc. | Sell | -3,500-6.2% |
Q4 2023Dec 31, 2023 | CB Chubb Limited | Sell - Position Exit | -16,700-100.0% |
Q4 2023Dec 31, 2023 | GXO GXO Logistics, Inc. | Sell - Position Exit | -79,599-100.0% |
Q4 2023Dec 31, 2023 | CASH Pathward Financial, Inc. | Sell - Position Exit | -185,303-100.0% |
Q4 2023Dec 31, 2023 | DAKT Daktronics, Inc. | Sell | -214,300-12.7% |
Q4 2023Dec 31, 2023 | G27907107 Dole | Sell - Position Exit | -399,249-100.0% |
Q4 2023Dec 31, 2023 | MYTE MYT Netherlands Parent B.V. | Sell - Position Exit | -510,132-100.0% |
Q3 2023Sep 30, 2023 | MYTE MYT Netherlands Parent B.V. | Buy - Position Entry | +510,132 |
Q3 2023Sep 30, 2023 | GRND Grindr Inc. | Buy - Position Entry | +202,038 |
Q3 2023Sep 30, 2023 | WSC WillScot Holdings Corporation | Buy | +126,300+372.6% |
Q3 2023Sep 30, 2023 | KKR KKR & Co. Inc. | Buy - Position Entry | +56,460 |
Q3 2023Sep 30, 2023 | GXO GXO Logistics, Inc. | Buy | +22,599+39.6% |
Q3 2023Sep 30, 2023 | MSFT Microsoft Corporation | Buy - Position Entry | +22,400 |
Q3 2023Sep 30, 2023 | CB Chubb Limited | Buy - Position Entry | +16,700 |
Q3 2023Sep 30, 2023 | WCN Waste Connections, Inc. | Buy | +15,300+42.1% |
Q3 2023Sep 30, 2023 | AMZN Amazon.com, Inc. | Buy | +11,400+29.3% |