Connor Haley - Alta Fox Capital Management Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  15
Portfolio Value  $252.33M

Portfolio Overview

Comprehensive analysis of Connor Haley's investment portfolio

12
Total Holdings
$252.3M
Portfolio Value
Mar 31, 2025
Latest Filing
28.8%
Largest Position

Top Holdings

1
REVG
REV GROUP INC
$72.8M
28.8%
-0.1%
2
DAKT
DAKTRONICS INC
$72.8M
28.8%
+0.9%
3
TRS
TRIMAS CORP
$17.4M
6.9%
+1.0%
4
MSFT
MICROSOFT CORP
$15.9M
6.3%
-0.3%
5
AMZN
AMAZON COM INC
$15.8M
6.3%
-0.2%

Recent Activity

TNC
Tennant Company
-916
Jun 30, 2025
ARES
Ares Management Corporation
-16,732
Jun 30, 2025
MSFT
Microsoft Corporation
-42,300
Jun 30, 2025