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Palm Valley Capital Management

Palm Valley Capital Fund (PVCMX) First Quarter 2022 Commentary

First Quarter 2022 Commentary
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Grounded extraction

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Bullish

It was one of the top three contributors to the Fund's first quarter return.

“The top three contributors to the Fund's first quarter return were Coterra Energy (ticker: CTRA), Sprott Physical Silver Trust (ticker: PSLV), and Amdocs (ticker: DOX).”
Bullish

The Fund acquired shares of Heartland Express as a new stock in the first quarter.

“We acquired three new stocks over the first quarter: Heartland Express (ticker: HTLD), Preformed Line Products (ticker: PLPC), and Miller Industries (ticker: MLR).”
Bullish

The Fund acquired shares of Miller Industries as a new stock in the first quarter.

“We acquired three new stocks over the first quarter: Heartland Express (ticker: HTLD), Preformed Line Products (ticker: PLPC), and Miller Industries (ticker: MLR).”

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