Connor Haley

Net buying

Alta Fox Capital Management, Llc — managed by Connor Haley; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-14) · Source: SEC EDGAR

Portfolio value$497.2M (+32%)

Holdings15 (+6)

Top holdingXpel Inc

Below band0

New

Added

Exited

By what price implies: 7 demand a demanding growth rate, 2 modest.

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Xpel IncXPEL	$98.7M	—	2	1,989,758	19.8%	Adding 4q
Brightspring Health Svcs IncBTSG	$68.1M	—	2	977,000	13.7%	—
Ncr Atleos CorporationNATL	$67.8M	—	3	1,560,889	13.6%	—
Daktronics IncDAKT	$56.5M	—	2	2,886,799	11.4%	Core 8q
Brinks CoBCO	$30.6M	—	4	324,285	6.2%	Big new
Cargurus IncCARG	$28.8M	—	3	843,546	5.8%	—
Willdan Group IncWLDN	$28.5M	—	1	359,806	5.7%	Big new
Hinge Health IncHNGE	$22.6M	—	1	272,100	4.5%	Big new
Waystar Hldg CorpWAY	$21.3M	—	1	1,039,000	4.3%	Big new
Valmont Inds IncVMI	$21.1M	—	3	36,480	4.2%	Big new
Wex IncWEX	$12.8M	—	4	91,000	2.6%	—
Insulet CorpPODD	$12.6M	—	2	82,600	2.5%	—
Valvoline IncVVV	$11.9M	—	2	299,971	2.4%	—
Douglas Dynamics IncPLOW	$10.4M	—	3	192,342	2.1%	—
Idt CorpIDT	$5.6M	—	2	97,010	1.1%	—

Xpel IncXPELAdding 4q
Value$98.7MValuation—Holders2Weight19.8%
Brightspring Health Svcs IncBTSG—
Value$68.1MValuation—Holders2Weight13.7%
Ncr Atleos CorporationNATL—
Value$67.8MValuation—Holders3Weight13.6%
Daktronics IncDAKTCore 8q
Value$56.5MValuation—Holders2Weight11.4%
Brinks CoBCOBig new
Value$30.6MValuation—Holders4Weight6.2%
Cargurus IncCARG—
Value$28.8MValuation—Holders3Weight5.8%
Willdan Group IncWLDNBig new
Value$28.5MValuation—Holders1Weight5.7%
Hinge Health IncHNGEBig new
Value$22.6MValuation—Holders1Weight4.5%
Waystar Hldg CorpWAYBig new
Value$21.3MValuation—Holders1Weight4.3%
Valmont Inds IncVMIBig new
Value$21.1MValuation—Holders3Weight4.2%
Wex IncWEX—
Value$12.8MValuation—Holders4Weight2.6%
Insulet CorpPODD—
Value$12.6MValuation—Holders2Weight2.5%
Valvoline IncVVV—
Value$11.9MValuation—Holders2Weight2.4%
Douglas Dynamics IncPLOW—
Value$10.4MValuation—Holders3Weight2.1%
Idt CorpIDT—
Value$5.6MValuation—Holders2Weight1.1%

Exited this quarter (2)Toast Inc、Trimas Corp

What is a superinvestor

About this investor

Portfolio overview

Alta Fox Capital Management, Llc's most recent 13F filing, for the quarter ended 2026-06-30, reports 15 positions worth $497.2M. The top 5 holdings represent 65% of that value, a concentrated portfolio.

The single largest position is Xpel Inc at 19.8% of the portfolio, followed by Brightspring Health Svcs Inc at 13.7% and Ncr Atleos Corporation at 13.6%.

Against the prior quarter, Connor Haley opened 8 new positions, exited 2, added to 2, and trimmed 3. The largest new buy was Willdan Group Inc. The most notable sale was the full exit from Toast Inc.

Across all 8 quarters on file, Daktronics Inc has appeared in every filing. Daktronics Inc currently ranks fourth by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Connor Haley has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

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