Domino’s Pizza Group PLC

• Palm Valley Capital Fourth Quarter 2025 Commentary ↗ Palm Valley Capital Fund added Domino’s Pizza Group, Utz Brands and Ingredion, increased Flowers Foods and Farmland Partners, and exited its Sprott Physical Silver Trust position. The managers argue that tax-loss selling and index rebalancing have created selective small-cap opportunities, while maintaining a cautious stance on inflation, valuations and speculative markets. Fourth Quarter 2025 DPUKY $1.1BFLO $1.5BFORR $230M +4

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