Institutions / Royal Palms Capital LLC

Royal Palms Capital LLC

CIK 2107886 · Institution · as of Jun 30, 2026
Portfolio value
$113.72M
Positions
57
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$113.72M+34.9%
$113.72M$99.00M$84.29MQ4 '25Q2 '26

Positions

57+62.9%
574635Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 57 →
CompanyClassValueShares% of portfolio
Corning Inc /Ny$7.35M28,7676.5%
Viatris Inc$6.84M430,6756.0%
Kinder Morgan, Inc.$5.02M157,0204.4%
Global Ship Lease Inc F$4.64M123,5304.1%
Enbridge Inc F$4.61M85,0144.1%
AbbVie Inc.$4.48M17,8063.9%
Regions Financial Corp$4.41M146,0323.9%
Texas Instruments Inc$4.03M13,5283.5%
Smithfield Foods IncSFDCommon Stock$3.82M157,6483.4%
International Business Machines Corp$3.78M13,4593.3%
Exxon Mobil Corp$3.76M27,4973.3%
Newmont Corp$3.75M40,1123.3%
Aflac Inc$3.42M29,1833.0%
Abb Ltd F$3.41M31,3333.0%
Freeport-McMoran Inc$3.34M53,0902.9%
Enterprise Products Partners L.P.EPDMLP$3.22M87,4902.8%
OLIN Corp$3.11M156,7982.7%
Energy Transfer LPETMLP$3.00M156,8202.6%
Valero Energy Corp$2.98M11,4342.6%
Schwab Charles Corp$2.88M31,2572.5%
Teva Pharmaceutical Industries LtdTEVAADR$2.80M82,5502.5%
PPL Corp$2.73M74,9972.4%
Deswell Industries IncDSWLCommon Stock$2.50M641,1102.2%
Lloyds Banking Group P F$2.18M374,6611.9%
iShares Silver Trust$2.00M37,3681.8%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
TrimIntel Corp
Common stock
$-8.48M-61K
-82.10%
13,246
1.63% of portfolio
medium
Q2 2026
as of
AddViatris Inc
Common stock
$4.17M+263K
+156.31%
430,675
6.01% of portfolio
low
Q2 2026
as of
TrimCorning Inc /Ny
Common stock
$-3.46M-14K
-31.99%
28,767
6.46% of portfolio
low
Q2 2026
as of
NewOLIN Corp
Common stock
$3.11M+157K
156,798
2.73% of portfolio
low
Q2 2026
as of
NewValero Energy Corp
Common stock
$2.98M+11K
11,434
2.62% of portfolio
low
Q2 2026
as of
AddSFD
Smithfield Foods Inc
Common Stock
$2.42M+100K
+172.35%
157,648
3.36% of portfolio
low
Q2 2026
as of
Trim46428Q109
Common stock
$-2.24M-42K
-52.84%
37,368
1.76% of portfolio
low
Q2 2026
as of
Trim000375204
Common stock
$-1.74M-16K
-33.75%
31,333
3.00% of portfolio
low
Q2 2026
as of
AddFreeport-McMoran Inc
Common stock
$1.46M+23K
+77.49%
53,090
2.94% of portfolio
low
Q2 2026
as of
AddEPD
Enterprise Products Partners L.P.
MLP
$1.12M+30K
+53.25%
87,490
2.83% of portfolio
low