Palm Valley Capital adds Clorox, Molson Coors, and Vontier; sells Heartland Express in Q2

Palm Valley Capital Fund acquired new positions in The Clorox Company, Molson Coors Beverage Company, and Vontier Corp during the second quarter of 2026. The fund sold its position in Heartland Express during the same period. The stocks that negatively impacted the fund's Q2 returns were Amdocs, LKQ, and Chord Energy. These moves reflect the fund's strategy to seek attractive returns while managing risk over market cycles.