Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 26, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 29
- +1 vs. Q3 2021
- Portfolio value
- $213.8M
- +$22.0M (+11.5%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 32,051 | $10.8M | 5.0% | −185−0.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 25,380 | $10.5M | 4.9% | −372−1.4% | Reduced | History |
| RVTYRevvity, Inc. | COM | 52,109 | $10.5M | 4.9% | −59−0.1% | Reduced | History |
| PAYXPaychex Inc | Stock | 76,117 | $10.4M | 4.9% | −1,141−1.5% | Reduced | History |
| AAPLApple Inc. | Stock | 57,602 | $10.2M | 4.8% | +547+1.0% | Added | History |
| WMWaste Management Inc | Stock | 57,658 | $9.62M | 4.5% | −1,074−1.8% | Reduced | History |
| COFCapital One Financial Corp | Stock | 64,284 | $9.33M | 4.4% | +50.0% | Added | History |
| DHRDanaher Corp | Stock | 27,281 | $8.98M | 4.2% | −505−1.8% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 14,882 | $8.86M | 4.1% | +109+0.7% | Added | History |
| CTASCintas Corp | Stock | 19,557 | $8.67M | 4.1% | +60.0% | Added | History |
| APTVAptiv PLC | SHS | 52,500 | $8.66M | 4.0% | +306+0.6% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 46,908 | $8.58M | 4.0% | +487+1.0% | Added | History |
| RJFRaymond James Financial Inc | COM | 84,295 | $8.46M | 4.0% | −529−0.6% | Reduced | History |
| VMCVulcan Materials CO | COM | 40,717 | $8.45M | 4.0% | +378+0.9% | Added | History |
| AMATApplied Materials Inc | Stock | 53,462 | $8.41M | 3.9% | +25,398+90.5% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 53,244 | $8.33M | 3.9% | +646+1.2% | Added | History |
| AAgilent Technologies, Inc. | COM | 51,645 | $8.24M | 3.9% | +133+0.3% | Added | History |
| ADBEAdobe Inc. | Stock | 14,384 | $8.16M | 3.8% | +8+0.1% | Added | History |
| AVYAvery Dennison Corp | COM | 36,242 | $7.85M | 3.7% | +355+1.0% | Added | History |
| FTVFortive Corp | Stock | 95,511 | $7.29M | 3.4% | +1,379+1.5% | Added | History |
| FTNTFortinet, Inc. | Stock | 20,208 | $7.26M | 3.4% | +20,208 | New | History |
| FISVFiserv Inc | Stock | 64,742 | $6.72M | 3.1% | +330+0.5% | Added | History |
| HONHoneywell International Inc | COM | 31,124 | $6.49M | 3.0% | +494+1.6% | Added | History |
| SKXSkechers USA Inc | CL A | 138,899 | $6.03M | 2.8% | +278+0.2% | Added | History |
| DISWalt Disney Co | Stock | 37,015 | $5.73M | 2.7% | +71+0.2% | Added | History |
| SRCLStericycle Inc | COM | 8,628 | $515.0K | 0.2% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 2,296 | $379.0K | 0.2% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 4,734 | $211.0K | 0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 309 | $206.0K | 0.1% | +309 | New | History |
Sold out since Q3 2021 (1)
Positions held at the end of Q3 2021 that are gone from this filing.