Holdings
Palm Valley Capital Fund
As of Jun 30, 2026, Palm Valley Capital Fund reported 23 positions worth US$53.1M. Largest: Rayonier Inc. Reit, Amdocs Limited and Kelly Services, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Rayonier Inc. Reit | 317K | US$6.74M | +18,273 | Jun 30, 2026 |
| Amdocs Limited | 125K | US$6.3M | +24,291 | Jun 30, 2026 |
| Kelly Services, Inc. | 399K | US$4.89M | −27,303 | Jun 30, 2026 |
| Lkq Corporation | 166K | US$4.38M | +23,902 | Jun 30, 2026 |
| Reynolds Consumer Products Inc. | 90,400 | US$2.43M | −4,025 | Jun 30, 2026 |
| Healthcare Services Group, Inc. | 90,095 | US$2.21M | −13,345 | Jun 30, 2026 |
| Teleflex Incorporated | 17,263 | US$2.19M | −4,952 | Jun 30, 2026 |
| Flowers Foods, Inc. | 271K | US$2.14M | +46,572 | Jun 30, 2026 |
| Manpowergroup | 61,334 | US$2.07M | −4,824 | Jun 30, 2026 |
| Domino's Pizza Group Plc | 859K | US$2.06M | no change | Jun 30, 2026 |