Connor Haley

Alta Fox Capital · SEC CIK 1858353

Small cap growth and activism.

Q1 2026

Latest 13F

$377.80M

Filed US book

Positions

Largest holdings, as filed

Top 9 of 9 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.

Company	Ticker	Value	Weight
XPEL INC	XPEL	$85.17M	22.5%
NCR ATLEOS CORPORATION	NATL	$68.02M	18.0%
DAKTRONICS INC	DAKT	$65.91M	17.4%
BRIGHTSPRING HEALTH SVCS INC	BTSG	$60.65M	16.1%
CARGURUS INC	CARG	$54.05M	14.3%
TOAST INC	TOST	$19.63M	5.2%
BRINKS CO	BCO	$11.58M	3.1%
TRIMAS CORP	TRS	$8.03M	2.1%
IDT CORP	IDT	$4.76M	1.3%

Inside the app: the full book for Alta Fox Capital, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.

Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.