Rating #24
Connor Haley
Alta Fox Capital Management
Portfolio value
Stocks
Performance
1 Year
+34.85%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Connor Haley’s Portfolio: Q4 2025
Top10 stocks: 93.64% of the portfolio
Connor Haley’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
15.06ppt
6.94ppt
3.50ppt
1.40ppt
1.39ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  XPEL | Add +2392.94% | $41.80 | $57.88M | 15.06ppt | |
2  BTSG | Add +168.72% | $33.54 | $26.06M | 6.94ppt | |
3  ARES | Add +100.00% | $155.78 | $15.67M | 3.50ppt | |
4  TRS | Add +67.60% | $34.92 | $7.93M | 1.40ppt | |
5  CARG | Add +15.91% | $36.04 | $6.30M | 1.39ppt |
Connor Haley’s Holdings: Q4 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  NATL | Accounting Machines | $31.05 | Cut -1.18% | 1.95M | $74.35M | 16.00% -1.31ppt | 2.70% | 3 Quarters | Q4 2025 | |
2  DAKT | Misc. Manufacturing | $12.97 | Cut -15.74% | 3.73M | $73.81M | 15.88% -4.79ppt | 7.66% | 14 Quarters | Q4 2025 | |
3 XPEL | Coating Services | $49.23 | Add +2392.94% | 1.44M | $72.00M | 15.49% 15.06ppt | 5.21% | 2 Quarters | Q4 2025 | |
4 CARG | Data Processing Services | $37.38 | Add +15.91% | 1.27M | $48.84M | 10.51% 1.39ppt | 1.30% | 2 Quarters | Q4 2025 | |
5 BTSG | Home Health Care | $34.51 | Add +168.72% | 1.24M | $46.34M | 9.97% 6.94ppt | 0.61% | 2 Quarters | Q4 2025 | |
6  REZI | Wholesale-Hardware | $35.12 | New Buy +100.00% | 1.27M | $44.49M | 9.57% 9.57ppt | 0.85% | 1 Quarter | Q4 2025 | |
7 TRS | Metal Forgings & Stampings | $28.28 | Add +67.60% | 563.38K | $19.97M | 4.30% 1.40ppt | 1.39% | 4 Quarters | Q4 2025 | |
8  FICO | Other Business Services | $1496.53 | Cut -8.45% | 11.81K | $19.97M | 4.30% -0.01ppt | 0.05% | 2 Quarters | Q4 2025 | |
9  AMZN | Retail-Catalog & Mail-Order | $174.83 | 0.00% | 83.00K | $19.16M | 4.12% 0.06ppt | 0.00% | 17 Quarters | Q1 2025 | |
10 ARES | Investment Advice | $161.63 | Add +100.00% | 100.60K | $16.26M | 3.50% 3.50ppt | 0.05% | 4 Quarters | Q4 2025 | |
11  META | Computer Programming & Data | $738.09 | 0.00% | 16.60K | $10.96M | 2.36% -0.36ppt | 0.00% | 6 Quarters | Q2 2025 | |
12  FIGS | APPAREL & OTHER FINISHD PRODS OF FABRICS & SIMILAR MATL | $6.69 | Cut -3.71% | 875.60K | $9.95M | 2.14% 0.78ppt | 0.54% | 2 Quarters | Q4 2025 | |
13  MSFT | Prepackaged Software | $396.52 | Cut -57.45% | 18.00K | $8.71M | 1.87% -3.01ppt | 0.00% | 10 Quarters | Q4 2025 |
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