| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q2 | Jul 1, 2022 | Palm Valley Capital Management | -0.7% | 1.2% | CRD/A, CRI, CTRA, DOX, HOFT, HTLD, MLR, NATH, NGSC, ODC, OR, PHYS, PSLV, VWTR, WHGLY | Cash, Fed, gold, inflation, Silver, small caps, Valuations, value | NATH LAS.TO HOFT ODC CRI |
View | |
| 2021 Q2 | Jul 1, 2021 | Palm Valley Capital Management | 1.2% | 4.8% | COG, CRD/A, CRD/B, CRI, DOX, EZPW, OR.TO, PTVCB, SCHL, UG, VWTR, WHGLY | Bubble, Cash, commodities, energy, inflation, Precious Metals, small caps, value | VWTR COG |
View | |
| 2022 Q1 | Apr 1, 2022 | Palm Valley Capital Management | 1.9% | 1.9% | CRD/A, CTRA, DOX, HTLD, MLR, NGS, OR, PHYS, PLPC, PSLV, VWTR, WH | Cash, commodities, energy, Fed policy, inflation, Precious Metals, small caps, Valuations | MLR PLPC HTLD |
View | |
| 2021 Q1 | Apr 1, 2021 | Palm Valley Capital Management | 3.6% | 3.6% | BCEI, CRD/A, CRI, DOX, GENC, GME, HP, PHYS, PSLV, PTVCB, PVCMX, SCHL, SLV, SSRM, SYKE, T, WHGLY | Bubble, Cash, Defensive, inflation, Precious Metals, small caps, Speculation, value | WHGLY CRI SSRM PHYS |
View | |
| 2021 Q4 | Dec 31, 2021 | Alluvial Capital Management | 0.5% | 31.0% | BNCL, CRD/A, GTX, LICT, PX, RWWI | Logistics, Microcap, Poland, special situations, Telecom Infrastructure, value | UNI.MI LICT GTX CRD.A PX |
View | |
| 2021 Q4 | Jan 1, 2022 | Palm Valley Capital Management | 0.0% | 3.7% | AGI, CRD/A, CRD/B, CTRA, DOX, DRQ, HRL, NGS, ORLA.TO, PHYS, PSLV, SSRM, TFPM, THS, VWDRY, WHGLY | Cash, contrarian, Precious Metals, small caps, Valuations, value | WHGLY CRD.A DRQ AGI |
View | |
| 2020 Q4 | Jan 1, 2021 | Palm Valley Capital Management | 5.8% | 19.1% | BCEI, BHE, CFFN, CLCT, CRD/A, CRI, CSW-A.TO, DOX, HP, KELYA, NGS, OR.TO, PIC, PSI.TO, PSLV, SCHL, SKX, SP, SYKE | energy, Fed policy, inflation, Precious Metals, small cap, Valuations, value | View | ||
| 2023 Q1 | Mar 31, 2023 | Palm Valley Capital Management | -0.1% | 4.2% | CRD/A, GENC, MLR, NGS, OR, WHGLY | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||