Rating #14
Connor Haley
Alta Fox Capital Management
Portfolio value
$377.80M
Stocks
9
Performance
1 Year
+50.69%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Connor Haley’s Portfolio: Q1 2026
Top9 stocks: 100.00% of the portfolio
Connor Haley’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
Price Paid
$47.78
Buy Value
$23.01M
Portfolio % Change
7.05ppt
Price Paid
$32.73
Buy Value
$10.27M
Portfolio % Change
3.80ppt
Price Paid
$40.28
Buy Value
$7.49M
Portfolio % Change
6.08ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  XPEL | Add +33.38% | $47.78 | $23.01M | 7.05ppt | |
2  CARG | Add +24.64% | $32.73 | $10.27M | 3.80ppt | |
3  BTSG | Add +15.02% | $40.28 | $7.49M | 6.08ppt |
Connor Haley’s Holdings: Q1 2026
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 XPEL | Coating Services | $47.99 | Add +33.38% | 1.92M | $85.17M | 22.54% 7.05ppt | 6.96% | 3 Quarters | Q1 2026 | |
2  NATL | Accounting Machines | $31.05 | Cut -19.99% | 1.56M | $68.02M | 18.01% 2.01ppt | 2.12% | 4 Quarters | Q1 2026 | |
3  DAKT | Misc. Manufacturing | $12.97 | Cut -9.69% | 3.37M | $65.91M | 17.45% 1.57ppt | 6.92% | 15 Quarters | Q1 2026 | |
4 BTSG | Home Health Care | $35.57 | Add +15.02% | 1.42M | $60.65M | 16.05% 6.08ppt | 0.70% | 3 Quarters | Q1 2026 | |
5 CARG | Data Processing Services | $36.72 | Add +24.64% | 1.59M | $54.05M | 14.31% 3.80ppt | 1.67% | 3 Quarters | Q1 2026 | |
6  TOST | Data Processing Services | $26.51 | New Buy +100.00% | 740.30K | $19.63M | 5.19% 5.19ppt | 0.13% | 1 Quarter | Q1 2026 | |
7  BCO | ARRANGEMENT OF TRANSPORTATION OF FREIGHT & CARGO | $103.63 | New Buy +100.00% | 111.70K | $11.58M | 3.06% 3.06ppt | 0.27% | 1 Quarter | Q1 2026 | |
8  TRS | Metal Forgings & Stampings | $28.28 | Cut -60.34% | 223.45K | $8.03M | 2.13% -2.17ppt | 0.55% | 5 Quarters | Q1 2026 | |
9  IDT | Telephone Communications | $49.10 | New Buy +100.00% | 97.01K | $4.76M | 1.26% 1.26ppt | 0.39% | 1 Quarter | Q1 2026 |
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Market data is sourced from S&P Global Market Intelligence. All insights and analysis are developed by Gainify. Copyright © 2026, S&P Global Market Intelligence. All rights reserved.
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