Almacenes Éxito S.A.

• Palm Harbour Capital Q4 2023 Letter ↗ Palm Harbour Capital expanded its Japanese basket on expectations that exchange-led capital-allocation reforms will unlock corporate cash and improve shareholder returns. The fund exited C Uyemura, Bayer and several smaller positions, while retaining both Solvay and Syensqo after their separation and adding to OCI amid its asset-sale programme. fourth quarter SOLB $3.2BSYENS $9.6B4966 $2BBAYZF $55B

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