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

$DAN.MINASDAQDanieli

BULL

Palm Valley Capital Management—DAN.MI

Fund Letter

Q1 2026

Published April 1, 2026

$59.00USD

+0.0% vs last month

$60.40Pitched

-2.3% since pitch

Market Cap$4.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Danieli & C Savers (+14.9%, +50 bps), the Italian steel plant maker and steel producer, introduced in our third quarter 2020 letter.

— Jayme Wiggins

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