Rating #21
Connor Haley
Alta Fox Capital Management
Portfolio value
Stocks
Performance
1 Year
+44.12%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Connor Haley’s Portfolio: Q3 2025
Top10 stocks: 84.19% of the portfolio
Connor Haley’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
5.57ppt
1.79ppt
-0.19ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  NATL | +30.47% | $34.80 | $16.04M | 5.57ppt | |
2  DV | +233.49% | $14.83 | $12.79M | 1.79ppt | |
3  DXCM | +52.92% | $79.14 | $10.38M | -0.19ppt |
Connor Haley’s Holdings: Q3 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  DAKT | Misc. Manufacturing | $12.97 | -10.91% | 4.43M | $92.69M | 20.67% 0.23ppt | 9.06% | 13 Quarters | Q3 2025 | |
2 NATL | Accounting Machines | $31.05 | +30.47% | 1.97M | $77.60M | 17.30% 5.57ppt | 2.69% | 2 Quarters | Q3 2025 | |
3  REVG | Motor Vehicle Bodies | $24.39 | -49.72% | 807.46K | $45.76M | 10.20% -10.57ppt | 1.66% | 7 Quarters | Q3 2025 | |
4  CARG | Data Processing Services | $37.23 | +100.00% | 1.10M | $40.90M | 9.12% 9.12ppt | 1.11% | 1 Quarter | Q3 2025 | |
5 DXCM | Surgical Instruments | $80.37 | +52.92% | 379.10K | $25.51M | 5.69% -0.19ppt | 0.10% | 2 Quarters | Q3 2025 | |
6  MSFT | Prepackaged Software | $396.52 | 0.00% | 42.30K | $21.91M | 4.88% -0.83ppt | 0.00% | 9 Quarters | Q1 2025 | |
7  TXT | Aircraft & Parts | $84.49 | +100.00% | 240.80K | $20.35M | 4.54% 4.54ppt | 0.13% | 1 Quarter | Q3 2025 | |
8  FICO | Other Business Services | $1496.53 | +100.00% | 12.90K | $19.31M | 4.30% 4.30ppt | 0.05% | 1 Quarter | Q3 2025 | |
9  AMZN | Retail-Catalog & Mail-Order | $174.83 | 0.00% | 83.00K | $18.22M | 4.06% -0.89ppt | 0.00% | 16 Quarters | Q1 2025 | |
10  SN | Household Appliances | $103.15 | +100.00% | 149.00K | $15.37M | 3.43% 3.43ppt | 0.11% | 1 Quarter | Q3 2025 | |
11 DV | Computer Programming & Data | $14.02 | +233.49% | 1.23M | $14.76M | 3.29% 1.79ppt | 0.76% | 4 Quarters | Q3 2025 | |
12  BTSG | Home Health Care | $29.56 | +100.00% | 460.53K | $13.61M | 3.04% 3.04ppt | 0.23% | 1 Quarter | Q3 2025 | |
13  TRS | Metal Forgings & Stampings | $23.43 | -54.70% | 336.14K | $12.99M | 2.90% -2.87ppt | 0.83% | 3 Quarters | Q3 2025 | |
14  META | Computer Programming & Data | $738.09 | 0.00% | 16.60K | $12.19M | 2.72% -0.61ppt | 0.00% | 5 Quarters | Q2 2025 | |
15  FIGS | APPAREL & OTHER FINISHD PRODS OF FABRICS & SIMILAR MATL | $6.69 | +100.00% | 909.30K | $6.08M | 1.36% 1.36ppt | 0.56% | 1 Quarter | Q3 2025 | |
16  NATR | Pharmaceutical Pres | $14.79 | -32.51% | 303.70K | $4.71M | 1.05% -0.76ppt | 1.65% | 2 Quarters | Q3 2025 | |
17  JYNT | Patent Owners & Lessors | $12.20 | -50.44% | 288.38K | $2.75M | 0.61% -1.21ppt | 1.88% | 3 Quarters | Q3 2025 | |
18  XPEL | Coating Services | $33.07 | +100.00% | 57.87K | $1.91M | 0.43% 0.43ppt | 0.21% | 1 Quarter | Q3 2025 | |
19  ATRO | Other Aircraft Equipment | $33.48 | -45.45% | 41.05K | $1.87M | 0.42% -0.27ppt | 0.11% | 2 Quarters | Q3 2025 |
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