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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 9, 2024 | Palm Valley Capital Management | -0.1% | 4.2% | KELYA, MAN, NVDA, PSLV, RGP | - | View | ||
| 2025 Q2 | Jul 8, 2025 | Palm Valley Capital Management | 0.8% | 1.4% | CHRD, CRI, HCSG, KELYA, MAN, PSLV, PZZA, RES | capital preservation, Cash, optionality, risk management, volatility | The letter frames volatility as a structural feature of modern markets driven by leverage, algorithmic trading, and rapid sentiment shifts. Management positions the portfolio defensively with elevated cash and selectively deploys capital during periods of market stress. The strategy seeks to protect capital first while preserving optionality for future dislocations. | PSLV PZZA RES CHRD HCSG |
View |
| 2022 Q3 | Nov 10, 2022 | Palm Valley Capital Management | -0.1% | 4.2% | KELYA, MAN, ODC, SNN, SSRM | - | View | ||
| 2024 Q4 | Jan 5, 2025 | Palm Valley Capital Management | -0.1% | 4.2% | CRD/A, CRI, FPI, HTLD, KELYA, LAS CN, PSLV, SEB, TBI | - | View | ||
| 2025 Q1 | Apr 4, 2025 | Palm Valley Capital Management | 0.6% | 0.6% | FLO, FORR, HTLD, KELYA, MNRO, PHYS, PSLV, REYN, RGP, TBI | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 13, 2025 | Seeking Alpha | Paul Franke | Kelly Services, Inc. | Industrials | Staffing & Employment Services | 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 |
|---|---|---|---|---|---|---|---|---|
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $125,400 | 0.00% | 14,250 | -15,941 | -52.80% | 0.0374% |
| Israel Englander | Millennium Management LLC | $233.2B | $5.5M | 0.00% | 623,723 | +533,873 | +594.18% | 1.6354% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $4.5M | 0.01% | 512,838 | +75,885 | +17.37% | 1.3447% |
| Cliff Asness | AQR Capital Management | $190.6B | $9.8M | 0.01% | 1,118,829 | +104,869 | +10.34% | 2.9336% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $5,298 | 0.00% | 602 | +0 | +0.00% | 0.0016% |