Connor Haley - Alta Fox Capital Management Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Alta Fox Capital Management portfolio balances reported a total equity value of $448.51M across 19 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight DAKTRONICS INC (DAKT) as the single largest position, accounting for 20.7% of total equity value, followed by NCR ATLEOS CORPORATION (NATL), REV GROUP INC (REVG), CARGURUS INC (CARG), and others. Collectively, the top five holdings represent 63.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.