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Palm Valley Capital Management's investment thesis on Esprinet ($PRT.MI) — Q1 2026 | Buyside Digest

$PRT.MINASDAQEsprinet

BULL

Palm Valley Capital Management—PRT.MI

Fund Letter

Q1 2026

Published April 1, 2026

$6.92USD

-10.2% vs last month

$5.09Pitched

+36.0% since pitch

Market Cap$368.8M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Esprinet (-20.5%, -46 bps), the Italian electronics distributor, which we introduced in our fourth quarter 2019 letter. Esprinet reported 2025...

— Jayme Wiggins

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