Palm Valley Capital Management
Palm Valley Capital
US Mid-cap
Dec 2024 → Jun 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
We sold our position in Heartland Express (ticker: HTLD) during the quarter.
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).
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).
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
- Domino’s Pizza Group plcDec 2025Domino’s Pizza Group is the UK pizza delivery leader with strong cash generation, market share gains, and a record-low valuation offering attractive income and upside despite slower growth.
- Flowers Foods, Inc.Dec 2025Flowers Foods is pivoting toward better-for-you brands while maintaining strong free cash flow and an attractive 10x earnings valuation despite margin pressures.
- Ingredion IncorporatedDec 2025Ingredion is a mature ingredient producer shifting toward specialty and emerging markets with improved hedging and balance sheet, trading at 10x earnings and a 3% yield.
- Kelly Services, Inc.Dec 2025Kelly Services is a staffing firm whose shares have been hit hard but trade at deep value metrics and below tangible book despite solid recent profitability.
- Utz Brands, Inc.Dec 2025Utz Brands is a leading salty snacks producer with market share gains, improving free cash flow, and deleveraging potential at a reasonable valuation.
- Seaboard CorporationDec 2024Seaboard is a diversified global commodity-focused company with operations in hog production, renewable fuels, and more, currently trading at a decade low but positioned for potential recovery.