What Makes Ingredion (INGR) a Good Buy?
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Yacktman Asset Management Donald Yacktman | 1,442,086 | $176,093,121 | -9% | 2.43% |
| 2. | AQR Capital Management Cliff Asness | 1,191,118 | $144,685,206 | +144% | 0.09% |
| 3. | D E Shaw D. E. Shaw | 338,706 | $41,359,390 | +179% | 0.02% |
| 4. | Polaris Capital Management Bernard Horn | 240,800 | $29,404,088 | +2% | 1.93% |
| 5. | Quantinno Capital Hoon Kim | 226,304 | $27,634,078 | +25% | 0.08% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $98.50 | 3,000 | $295,500.00 | 18,035 | 2023-09-05 | Filing | |
| $85.90 | 5,000 | $429,500.00 | 11,155 | 2022-02-04 | Filing | |
| $79.45 | 4 | $317.78 | 2,322 | 2020-05-13 | Filing | |
| $81.04 | 981 | $79,504.95 | 2,318 | 2020-05-13 | Filing | |
| $78.37 | 1,000 | $78,370.00 | 15,222 | 2019-05-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $107.70 | 0 | $15.08 | 13,033 | 2025-12-05 | Filing | |
| $107.70 | 1 | $60.96 | 13,033 | 2025-12-05 | Filing | |
| $124.49 | 0 | $59.01 | 13,023 | 2025-09-30 | Filing | |
| $126.52 | 36,287 | $4,591,140.10 | 50,129 | 2025-08-12 | Filing | |
| $128.39 | 850 | $109,131.50 | 31,171 | 2025-08-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 19,850 | $2,188,661 | 0.67% | |
| 2. | 5,200 | $573,352 | 0.02% | |
| 3. | 1,313 | $144,771 | 0.01% | |
| 4. | 300 | $33,078 | 0.01% | |
| 5. | 5,124 | $565 | 0.21% |