Alta Fox Capital Management, Llc (Connor Haley)
Basic Stats
Market Value
156.41M
Top 10 (%)
84.36%
Portfolio Size
15 (-1)
Avg. Holding Period
3 years
Turnover
0.60%
Industry Breakdown
Retail-miscellaneous Retail
17.06%
Hotels & Motels
11.63%
Services-computer Programming, Data Processing, Etc.
11.48%
11.13%
8.97%
Miscellaneous Manufacturing Industries
7.96%
Refuse Systems
7.79%
Services-miscellaneous Equipment Rental & Leasing
5.42%
Services-prepackaged Software
5.17%
Retail-catalog & Mail-order Houses
5.04%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Firstcash Holdings Inc | FCFS | 26.69M | 17.06% | 246.25K | New Buy | 246.25K | $108.39 | 0.54% |
 Ishares Tr | IWM | 17.40M | 11.13% | 86.70K | New Buy | 86.70K | $200.71 | 0.03% |
 Match Group Inc New | MTCH | 14.43M | 9.22% | 395.30K | New Buy | 395.30K | $36.50 | 0.14% |
 Grindr Inc | 14.03M | 8.97% | 1.60M | 690.72% | 1.40M | $8.78 | — | |
 Daktronics Inc | DAKT | 12.45M | 7.96% | 1.47M | -12.73% | -214.30K | $8.48 | 3.19% |
 Waste Connections Inc | WCN | 12.18M | 7.79% | 81.60K | 58.14% | 30K | $149.27 | 0.03% |
 Hilton Worldwide Hldgs Inc | HLT | 9.58M | 6.13% | 52.62K | -6.24% | -3.50K | $182.09 | 0.02% |
 Marriott Intl Inc New | MAR | 8.61M | 5.51% | 38.20K | -7.73% | -3.20K | $225.51 | 0.01% |
 Willscot Mobil Mini Hldng Co | WSC | 8.48M | 5.42% | 190.50K | 18.91% | 30.30K | $44.50 | 0.10% |
 Microsoft Corp | MSFT | 8.08M | 5.17% | 21.50K | -4.02% | -900.00 | $376.04 | 0.00% |
 Amazon Com Inc | AMZN | 7.88M | 5.04% | 51.85K | 3.18% | 1.60K | $151.94 | 0.00% |
 Idt Corp | IDT | 6.60M | 4.22% | 193.57K | New Buy | 193.57K | $34.09 | 0.77% |
 Kkr & Co Inc | KKR | 4.68M | 2.99% | 56.46K | — | — | $82.85 | 0.01% |
 Alphabet Inc | GOOGL | 3.52M | 2.25% | 25.20K | — | — | $139.69 | 0.00% |
 Mastercard Incorporated | MA | 1.79M | 1.15% | 4.20K | — | — | $426.51 | 0.00% |
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