Alta Fox Capital Management, Llc (Connor Haley)
Basic Stats
Market Value
130.81M
Top 10 (%)
91.68%
Portfolio Size
12 (-3)
Avg. Holding Period
3 years
Turnover
0.42%
Industry Breakdown
Retail-miscellaneous Retail
27.39%
Miscellaneous Manufacturing Industries
11.18%
Services-computer Programming, Data Processing, Etc.
8.93%
Refuse Systems
8.75%
Hotels & Motels
8.32%
Telephone Communications (no Radiotelephone)
7.22%
Retail-catalog & Mail-order Houses
7.15%
Services-miscellaneous Equipment Rental & Leasing
6.77%
Motor Vehicles & Passenger Car Bodies
4.81%
Services-business Services, Nec
4.79%
Company | Ticker | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Firstcash Holdings Inc | FCFS | 35.83M | 27.39% | 280.94K | 14.09% | 34.70K | $125.52 | 0.62% |
 Daktronics Inc | DAKT | 14.63M | 11.18% | 1.47M | — | — | $10.02 | 3.18% |
 Alphabet Inc | GOOGL | 11.68M | 8.93% | 77.40K | 207.14% | 52.20K | $155.49 | 0.00% |
 Waste Connections Inc | WCN | 11.44M | 8.75% | 66.52K | -18.49% | -15.09K | $170.38 | 0.03% |
 Idt Corp | IDT | 9.44M | 7.22% | 249.74K | 29.02% | 56.17K | $38.26 | 0.99% |
 Amazon Com Inc | AMZN | 9.35M | 7.15% | 51.85K | — | — | $180.97 | 0.00% |
 Willscot Mobil Mini Hldng Co | WSC | 8.86M | 6.77% | 190.50K | — | — | $44.15 | 0.10% |
 Rev Group Inc | REVG | 6.30M | 4.81% | 285.08K | New Buy | 285.08K | $21.93 | 0.48% |
 Mastercard Incorporated | MA | 6.26M | 4.79% | 13K | 209.52% | 8.80K | $478.40 | 0.00% |
 Microsoft Corp | MSFT | 6.14M | 4.70% | 14.60K | -32.09% | -6.90K | $424.57 | 0.00% |
 Hilton Worldwide Hldgs Inc | HLT | 5.53M | 4.23% | 25.92K | -50.74% | -26.70K | $212.70 | 0.01% |
 Marriott Intl Inc New | MAR | 5.35M | 4.09% | 21.20K | -44.50% | -17K | $251.33 | 0.01% |
 Kkr & Co Inc | KKR | — | — | — | Sold Out | -56.46K | $61.60 | — |
 Match Group Inc New | MTCH | — | — | — | Sold Out | -395.30K | $36.50 | — |
 Ishares Tr | IWM | — | — | — | Sold Out | -86.70K | $200.71 | — |
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