Letters by company

Seaboard CORP

1 letter discussing SEB. Everything written about it on this site is on its ticker page.

Palm Valley Capital Third Quarter 2025 Commentary Palm Valley Capital Fund gained 2.35% in the third quarter, trailing the S&P SmallCap 600’s 9.11% return while maintaining 74.1% cash equivalents. The fund added Teleflex, Robert Half, LKQ and Avista, sold Seaboard after its rally, and argues that richly valued AI leaders and small caps leave limited margin for error. Third Quarter 2025 +2.4% AAPL $4.5TAVA $3.2BDOX $6.5BFLO $1.6B