StockDriftsStockDriftsTop 50 Royal Palms Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | 6.46% | 28.8K | $7.3M | -22.50%(-8.35K) | $84.79(+87.97%) | 2026-06-30 | |
| VTRS | VIATRIS INC | 6.01% | 430.7K | $6.8M | +42.85%(+129.19K) | $12.71(+30.08%) | 2026-06-30 | |
| KMI | KINDER MORGAN INC DEL | 4.41% | 157.0K | $5.0M | +16.07%(+21.74K) | $28.58(+10.41%) | 2026-06-30 | |
| GSL | GLOBAL SHIP LEASE INC F | 4.08% | 123.5K | $4.6M | +3.51%(+4.19K) | $33.39(+22.87%) | 2026-06-30 | |
| ENB | ENBRIDGE INC F | 4.05% | 85.0K | $4.6M | +28.58%(+18.89K) | $50.28(+3.15%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 3.94% | 17.8K | $4.5M | +0.41%(+72) | $229.99(+8.40%) | 2026-06-30 | |
| RF | REGIONS FINL CORP NEW | 3.88% | 146.0K | $4.4M | -0.50%(-740) | $26.74(+17.97%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 3.55% | 13.5K | $4.0M | -11.64%(-1.78K) | $178.61(+59.39%) | 2026-06-30 | |
| SFD | SMITHFIELD FOODS INC | 3.36% | 157.6K | $3.8M | +39.73%(+44.83K) | $24.47(-1.70%) | 2026-06-30 | |
| IBM | IBM CORP | 3.33% | 13.5K | $3.8M | -0.09%(-12) | $289.18(-18.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.76% |
Royal Palms Capital LLC reports $113.72M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are GLW (6.5%), VTRS (6.0%) and KMI (4.4%). The top 20 holdings account for 71.98% of reported assets. Its disclosed equity book has returned +37.35% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Royal Palms Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107886). View Royal Palms Capital LLC’s 13F filings on SEC