Connor Haley – Alta Fox Capital Management Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Alta Fox Capital Management portfolio balances reported a total equity value of $367.90M across 19 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight REV GROUP INC (REVG) as the single largest position, accounting for 20.8% of total equity value, followed by DAKTRONICS INC (DAKT), NCR ATLEOS CORPORATION (NATL), DEXCOM INC (DXCM), and others. Collectively, the top five holdings represent 64.6% of the portfolio, showing how capital is distributed among core positions and long-term investments.