Royal Palms Capital LLC

Q3 2026 13F-HR Detailed Holdings

Location
Whitefish, MT
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$112,552
Net value change ($000)
-1,165 (-1.0%)
New positions
6
Sold out positions
8
Turnover %
21.9%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 8/7/2026 Next filing: — SEC filing
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Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EXXONMOBIL HLDGS CORP 4,328 NEW
SCCO 3,824 NEW
KHC 2,881 NEW
TEVA 2,817 NEW
INTC 956 51.7%
PLTR 876 139.0%
VLO 836 28.1%
GLOBAL SHIP LEASE INC NEW 651 14.0%
NEM 592 15.8%
LYG 469 21.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -3,759 -100.0%
GLW -3,122 -42.5%
OLN -3,108 -100.0%
TEVA -2,797 -100.0%
SFD -1,076 -28.1%
UL -914 -46.1%
IBM -869 -23.0%
ENB -799 -17.3%
RF -554 -12.6%
DSWL -532 -21.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Invesco
2 Schafer Cullen
3 Winans
4 Brandes