Connor Haley

Net selling

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

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$377.8M (−19%)

Holdings9 (−4)

Top holdingXpel Inc

Below band1

New

Added

Exited

13F × valuation

Valuation posture

Of 5 valued US positions, 1 trade below a conservative value band (as of 2026-07-20):

Xpel IncXPEL14% · below

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-03-31):

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Xpel IncXPEL	$85.2M	Below value	2	1,924,258	22.5%	Adding 3q
Ncr Atleos CorporationNATL	$68.0M	—	3	1,560,889	18.0%	—
Daktronics IncDAKT	$65.9M	—	2	3,371,399	17.4%	Core 8q
Brightspring Health Svcs IncBTSG	$60.7M	—	1	1,423,400	16.1%	Adding 3q
Cargurus IncCARG	$54.0M	—	2	1,587,346	14.3%	Adding 3q
Toast IncTOST	$19.6M	—	4	740,300	5.2%	Big new
Brinks CoBCO	$11.6M	—	4	111,700	3.1%	Big new
Trimas CorpTRS	$8.0M	—	2	223,448	2.1%	—
Idt CorpIDT	$4.8M	—	2	97,010	1.3%	—

Xpel IncXPELAdding 3q
Value$85.2MValuationBelow valueHolders2Weight22.5%
Ncr Atleos CorporationNATL—
Value$68.0MValuation—Holders3Weight18.0%
Daktronics IncDAKTCore 8q
Value$65.9MValuation—Holders2Weight17.4%
Brightspring Health Svcs IncBTSGAdding 3q
Value$60.7MValuation—Holders1Weight16.1%
Cargurus IncCARGAdding 3q
Value$54.0MValuation—Holders2Weight14.3%
Toast IncTOSTBig new
Value$19.6MValuation—Holders4Weight5.2%
Brinks CoBCOBig new
Value$11.6MValuation—Holders4Weight3.1%
Trimas CorpTRS—
Value$8.0MValuation—Holders2Weight2.1%
Idt CorpIDT—
Value$4.8MValuation—Holders2Weight1.3%

Exited this quarter (7)Resideo Technologies Inc、Fair Isaac Corp、Amazon Com Inc、Ares Management Corporation、Meta Platforms Inc、Figs Inc、Microsoft Corp

What is a superinvestor

About this investor

Portfolio overview

Alta Fox Capital Management, Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 9 positions worth $377.8M. The top 5 holdings represent 88% of that value, a concentrated portfolio.

The single largest position is Xpel Inc at 22.5% of the portfolio, followed by Ncr Atleos Corporation at 18.0% and Daktronics Inc at 17.4%.

Against the prior quarter, Connor Haley opened 3 new positions, exited 7, added to 3, and trimmed 3. The largest new buy was Toast Inc. The most notable sale was the full exit from Resideo Technologies Inc.

Across all 8 quarters on file, Daktronics Inc has appeared in every filing. Daktronics Inc currently ranks third 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 2026-03-31 · filed 2026-05-15

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