Palmer Knight Co
- SEC CIK
- 0001767735
- Latest filing
- Aug 10, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 6, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 27
- −2 vs. Q4 2021
- Portfolio value
- $126.6M
- −$87.2M (−40.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRVTravelers Companies, Inc. | Stock | 36,140 | $6.60M | 5.2% | −17,104−32.1% | Reduced | History |
| AAPLApple Inc. | Stock | 35,892 | $6.27M | 4.9% | −21,710−37.7% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 55,309 | $6.08M | 4.8% | −28,986−34.4% | Reduced | History |
| PAYXPaychex Inc | Stock | 43,854 | $5.99M | 4.7% | −32,263−42.4% | Reduced | History |
| RVTYRevvity, Inc. | COM | 32,055 | $5.59M | 4.4% | −20,054−38.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 18,116 | $5.58M | 4.4% | −13,935−43.5% | Reduced | History |
| WMWaste Management Inc | Stock | 34,771 | $5.51M | 4.4% | −22,887−39.7% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 15,873 | $5.42M | 4.3% | −4,335−21.5% | Reduced | History |
| CTASCintas Corp | Stock | 12,601 | $5.36M | 4.2% | −6,956−35.6% | Reduced | History |
| FISVFiserv Inc | Stock | 51,782 | $5.25M | 4.1% | −12,960−20.0% | Reduced | History |
| ADBEAdobe Inc. | Stock | 11,063 | $5.04M | 4.0% | −3,321−23.1% | Reduced | History |
| DHRDanaher Corp | Stock | 17,065 | $5.01M | 4.0% | −10,216−37.4% | Reduced | History |
| COFCapital One Financial Corp | Stock | 38,013 | $4.99M | 3.9% | −26,271−40.9% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 32,035 | $4.99M | 3.9% | −14,873−31.7% | Reduced | History |
| HONHoneywell International Inc | COM | 24,136 | $4.70M | 3.7% | −6,988−22.5% | Reduced | History |
| SKXSkechers USA Inc | CL A | 114,088 | $4.65M | 3.7% | −24,811−17.9% | Reduced | History |
| AVYAvery Dennison Corp | COM | 26,635 | $4.63M | 3.7% | −9,607−26.5% | Reduced | History |
| VMCVulcan Materials CO | COM | 24,671 | $4.53M | 3.6% | −16,046−39.4% | Reduced | History |
| DISWalt Disney Co | Stock | 32,612 | $4.47M | 3.5% | −4,403−11.9% | Reduced | History |
| AMATApplied Materials Inc | Stock | 33,814 | $4.46M | 3.5% | −19,648−36.8% | Reduced | History |
| FTVFortive Corp | Stock | 70,509 | $4.30M | 3.4% | −25,002−26.2% | Reduced | History |
| HDHome Depot, Inc. | Stock | 14,262 | $4.27M | 3.4% | −11,118−43.8% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 31,041 | $4.11M | 3.2% | −20,604−39.9% | Reduced | History |
| APTVAptiv PLC | SHS | 34,214 | $4.10M | 3.2% | −18,286−34.8% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 9,248 | $3.83M | 3.0% | −5,634−37.9% | Reduced | History |
| SRCLStericycle Inc | COM | 8,628 | $508.0K | 0.4% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 2,296 | $404.0K | 0.3% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (2)
Positions held at the end of Q4 2021 that are gone from this filing.