Alta Fox Capital Management
Connor Haley
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
15
Market Value
$497.2M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
1
X
$XPEL
XPEL, Inc.
19.9%
% of Portfolio
Increased 3.40%
2B
$BTSG
BrightSpring Health Services, Inc.
13.7%
% of Portfolio
Decreased 31.36%
3N
$NATL
NCR Atleos Corporation
13.6%
% of Portfolio
Unchanged
4D
$DAKT
Daktronics, Inc.
11.4%
% of Portfolio
Decreased 14.37%
5B
$BCO
The Brink's Company
6.2%
% of Portfolio
Increased 190.32%
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| XPEL | 19.9% | 22.5% | 15.5% | - |
| BTSG | 13.7% | 16.1% | 10.0% | - |
| NATL | 13.6% | 18.0% | 16.0% | 17.3% |
| DAKT | 11.4% | 17.4% | 15.9% | 20.7% |
| BCO | 6.2% | 3.1% | - | - |
| CARG | 5.8% | 14.3% | 10.5% | 9.1% |
| WLDN | 5.7% | - | - | - |
| HNGE | 4.5% | - | - | - |
| WAY | 4.3% | - | - | - |
| VMI | 4.2% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
BCO+8.02%
NATL+5.21%
DAKT-8.95%
WAY+28.59%
CARG-15.61%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
BTSG-8.52%
XPEL-8.97%
VMI-15.70%
Sector Analysis
Healthcare25.1%
Technology27.6%
Industrials16.1%
Communication Services1.1%
Consumer Discretionary30.1%