| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 2022 Q3 | Sep 30, 2022 | Alger Weatherbie Specialized Growth Fund | 5.8% | 9.5% | AMRC, CLB, DH, DRQ, PI, SPSC | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Palm Valley Capital Management | Dril-Quip | Other | Oil & Gas Equipment & Services | Bull | New York Stock Exchange | balance sheet, cash-rich, Cyclical, Deepwater Drilling, energy equipment, Energy Recovery, Offshore, Oil Services | View Pitch |
| 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. | ||||||||