RES Archives

Letters With This Ticker

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, 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

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 8, 2026	Fund Letters	Jayme Wiggins	RPC, Inc.	Energy	Oil & Gas Equipment & Services	Bull	New York Stock Exchange	balance sheet, Cyclicals, energy, Oilfieldservices, Smallcap	View Pitch

BSD Shareholders of RES

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

RES

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of RES

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