Connor Haley - Alta Fox Capital Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 14, 2025 | |
| Total Stocks | 19 | |
| Portfolio Value | $367.90M |
Portfolio Overview
Comprehensive analysis of Connor Haley's investment portfolio
16
Total Holdings
$0.4B
Portfolio Value
Technology
Top Sector
7
Sectors
Investment Strategy Insights
- • Connor Haley maintains a diversified portfolio across 7 sectors
- • Top 5 holdings represent 64.6% of the portfolio
- • Largest position: REV GROUP INC (REVG) at 20.8%
Trends by sector
Investment Adjustments from Previous Filing
Alta Fox Capital Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| REVG REV GROUP INC | 20.77% | $76,422,735 |
| DAKT DAKTRONICS INC | 20.44% | $75,200,817 |
| NATL NCR ATLEOS CORPORATION | 11.73% | $43,169,513 |
| DXCM DEXCOM INC | 5.88% | $21,639,191 |
| TRS TRIMAS CORP | 5.77% | $21,228,763 |
| MSFT MICROSOFT CORP | 5.72% | $21,040,443 |
| AMZN AMAZON COM INC | 4.95% | $18,209,370 |
| IAS INTEGRAL AD SCIENCE HLDNG CO | 4.07% | $14,958,748 |
| ARES ARES MANAGEMENT CORPORATION | 3.73% | $13,740,302 |
| META META PLATFORMS INC | 3.33% | $12,252,294 |
| PLOW DOUGLAS DYNAMICS INC | 2.14% | $7,863,863 |
| JYNT JOINT CORP | 1.83% | $6,714,861 |
| NATR NATURES SUNSHINE PRODS INC | 1.81% | $6,655,500 |
| IDT IDT CORP | 1.64% | $6,048,370 |
| DV DOUBLEVERIFY HLDGS INC | 1.50% | $5,529,918 |
| ATRO ASTRONICS CORP | 0.68% | $2,519,303 |