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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 8, 2025 | Palm Valley Capital Management | 0.8% | 1.4% | CHRD, CRI, DOX, HCSG, HTLD, KELYA, MAN, NWN, PHYS, PSLV, PZZA, RES, SEB, WHG | Cash, energy, inflation, Silver, small caps, Staffing, Trade Policy, value | Small cap stocks have not advanced in four years yet still aren't cheap, with current median P/E for profitable S&P SmallCap 600 members at 19x. The nonfinancial median P/E for profitable S&P 600 small caps is 22x, and median net margins remain well above historical levels. | PZZA RES CHRD HCSG PSLV PZZA RES CHRD HCSG |
View |
| 2025 Q3 | Oct 21, 2025 | Zeno | - | - | APH, CSU.TO, CTAS, DHR, EZJ.L, HCSG, LIN, ODFL, RYAAY, SNBR, TPG | Capital Allocation, compensation, execution, management, Ownership, Quality, returns | The fund focuses on companies with exceptional execution and long-term risk assessment capabilities. They seek businesses with owner-operators who demonstrate Founder's Mindset, combining executional urgency with disciplined capital allocation. These quality companies have delivered mid-teens or higher long-term total shareholder returns through superior business models. | View | |
| 2024 Q4 | Jan 22, 2025 | Royce Investment Partners Small Cap | 3.7% | 10.3% | AEHR, AMSC, ASPN, ASTH, AZTA, CECO, CRS, DSP, EVH, FARO, GTLS, HCSG, KD, KN, LAKE, MATV, PRIM, SLWS, SOLR, SRCL | energy, industrials, Infrastructure Spending, Onshoring, small caps, technology, value | Energy sector was a top performer with 14.95% quarterly returns and 29.40% annual returns. The fund increased domestic energy exposure, particularly in natural gas and power generation companies. Energy equipment & services was the top contributing industry for both quarterly and annual periods. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Palm Valley Capital Management | Healthcare Services Group | Health Care | Health Care Services | Bull | NASDAQ | COVID Recovery, debt-free, Free Cash Flow, Healthcare services, market leader, Nursing Homes, Outsourcing, turnaround | View Pitch |
| Jan 10, 2026 | Seeking Alpha | Seeking Alpha | Healthcare Services Group, Inc. | Healthcare Services | Facility Management Services | Neutral | NASDAQ Stock Market | Aging Population, Bad Debt Expenses, cross-selling, Facility Management, financial health, Healthcare services, Labor Costs, Market expansion, Revenue Growth, Share Buyback | View Pitch |
| Jan 8, 2026 | Fund Letters | Jayme Wiggins | Healthcare Services Group, Inc. | Health Care | Health Care Services | Bull | NASDAQ | cashflow, healthcare, Outsourcing, services, Smallcap | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Palm Valley Capital Management | Healthcare Services Group | Health Care | Medical Care Facilities | Bull | NASDAQ | — | 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. | ||||||||