Palm Valley Capital Fund (PVCMX) Third Quarter 2024 Commentary

Helen of Troy was the Fund's only new purchase in Q3; the author describes it as a diversified consumer products roll-up whose brands include OXO, Hydro Flask, Osprey, PUR, Hot Tools, and Dry Bar, with additional licensed brand positions via Braun, Vicks, Honeywell, and Revlon.

“Helen of Troy (ticker: HELE) was the only new purchase made during Q3. It is a diversified consumer products roll-up. The company's top brands include OXO, Hydro Flask, Osprey, PUR, Hot Tools, and Dry Bar. Helen also has leading market positions through the licensed brands Braun, Vicks, Honeywell, and Revlon.”