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 Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.1 years | Style | Average duration positions are maintained |
| Position Count | 43 | Style | Number of active positions in portfolio |
| Position Size | 7.7% | Risk | Typical allocation per position |
| Win Rate | 58.0% | Performance | Percentage of profitable positions |
| Average Return | 54.2% | Performance | Mean return across positions |
| Sharpe Ratio | 0.30 | Performance | Return per unit of risk taken |
Investment Case Study: REV GROUP INC (REVG)
3/31/2024 - 7/6/2025
Performance Metrics
Total Return: 871.13%
Holding Period: 462 days
Max Position Size: $72,768,543.00
Position Weight: 27.01%
Key Events
3/31/2024: ENTRY(285,084.00 shares) @ $22.09
6/30/2024: INCREASE(2,154,735.00 shares) @ $24.89
9/30/2024: INCREASE(57,348.00 shares) @ $28.06
3/31/2025: DECREASE(-194,365.00 shares) @ $31.60
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure