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
$0.2B
Portfolio Value
Technology
Top Sector
6
Sectors
Investment Strategy Insights
- • Connor Haley maintains a diversified portfolio across 6 sectors
- • Top 5 holdings represent 77.1% of the portfolio
- • Largest position: REV GROUP INC (REVG) at 28.8%
Trends by sector
Investment Adjustments from Previous Filing
Alta Fox Capital Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| REVG REV GROUP INC | 28.84% | $72,768,543 |
| DAKT DAKTRONICS INC | 28.83% | $72,758,436 |
| TRS TRIMAS CORP | 6.89% | $17,385,177 |
| MSFT MICROSOFT CORP | 6.29% | $15,878,997 |
| AMZN AMAZON COM INC | 6.26% | $15,791,580 |
| ATI ATI INC | 4.46% | $11,254,089 |
| IAS INTEGRAL AD SCIENCE HLDNG CO | 3.88% | $9,785,267 |
| IDT IDT CORP | 2.77% | $6,981,239 |
| JYNT JOINT CORP | 2.00% | $5,034,669 |
| DV DOUBLEVERIFY HLDGS INC | 1.77% | $4,458,427 |
| ARES ARES MANAGEMENT CORPORATION | 0.97% | $2,453,079 |
| TNC TENNANT CO | 0.03% | $73,051 |