Palm Valley Capital Management

Palm Valley Capital

US Mid-cap

Dec 2024Jun 2026

Our archive holds 3 letters from this strategy, behind 6 investment theses and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.

3 letters in 3 years follow all of Palm Valley Capital Management for every strategy.

What it bought and sold

  • ExitedHeartland ExpressJun 2026
    We sold our position in Heartland Express (ticker: HTLD) during the quarter.
  • New positionMolson Coors Beverage CompanyJun 2026
    The Fund acquired three new positions during the second quarter: The Clorox Company (ticker: CLX), Molson Coors Beverage Company (ticker: TAP), and Vontier Corp. (ticker: VNT).
  • New positionVontier CorporationJun 2026
    The Fund acquired three new positions during the second quarter: The Clorox Company (ticker: CLX), Molson Coors Beverage Company (ticker: TAP), and Vontier Corp. (ticker: VNT).
  • New positionThe Clorox CompanyJun 2026
    The Fund acquired three new positions during the second quarter: The Clorox Company (ticker: CLX), Molson Coors Beverage Company (ticker: TAP), and Vontier Corp. (ticker: VNT).

Also held

Its investment theses

Every letter