What smart money is saying about Clorox
No fund has written a full thesis on Clorox in our archive, but 4 fund letters report a position in it — most recently Palm Valley Capital Management Palm Valley Capital Fund in June 2026.
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Fund signal · last 12 months
4 lettersToo few moves on Clorox yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2026 and Q2 2026, 4 fund letters reported a position in Clorox, with 2 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 1 | 0 |
| Q1 2026 | 2 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 3 moves
- June 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).”
Clorox - June 2026
“• Short positions in smart home and security platform provider Alarm.com Holdings, household cleaning products manufacturer Clorox, regional bank Commerce Bancshares, water infrastructure product distributor Core & Main, medical AI platform provider Doximity, cloud-based real estate brokerage platform eXp World Holdings, property and casualty insurer Palomar Holdings and physical operations technology provider Samsara were eliminated as the stock prices approached our estimates of intrinsic value.”
Clorox - HoldsCambiar SMID FundMarch 2026
“We tried to use the outsized moves in stock prices to our advantage, as names in our research library reached actionable attachment points. Buy/sell activity in the quarter consisted of seven new purchases and six liquidations. Recent additions covered a wide range of industries, from Clorox to Southwest Airlines.”
Clorox - New positionCambiar Smid Cap fundMarch 2026
“We tried to use the outsized moves in stock prices to our advantage, as names in our research library reached actionable attachment points. Buy/sell activity in the quarter consisted of seven new purchases and six liquidations. Recent additions covered a wide range of industries, from Clorox to Southwest Airlines.”
Clorox
Read the letters behind these Clorox positions
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