Connor Haley - Alta Fox Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 15 | |
| Portfolio Value | $252.33M |
Alta Fox Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
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 | 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% |
Q3 2023Sep 30, 2023 | MA Mastercard Incorporated | Buy - Position Entry | +4,200 |
Q3 2023Sep 30, 2023 | HLT Hilton Worldwide Holdings Inc. | Sell | -31,578-36.0% |
Q3 2023Sep 30, 2023 | MAR Marriott International | Sell | -47,500-53.4% |
Q3 2023Sep 30, 2023 | ARES Ares Management Corporation | Sell - Position Exit | -49,368-100.0% |
Q3 2023Sep 30, 2023 | CASH Pathward Financial, Inc. | Sell | -147,202-44.3% |
Q3 2023Sep 30, 2023 | BRAG Bragg Gaming Group Inc. | Sell - Position Exit | -153,200-100.0% |
Q3 2023Sep 30, 2023 | TBBK The Bancorp, Inc. | Sell - Position Exit | -276,735-100.0% |
Q3 2023Sep 30, 2023 | DAKT Daktronics, Inc. | Sell | -363,226-17.8% |
Q3 2023Sep 30, 2023 | MODG Topgolf Callaway Brands Corp. | Sell - Position Exit | -660,964-100.0% |
Q3 2023Sep 30, 2023 | JYNT The Joint Corp. | Sell - Position Exit | -721,438-100.0% |