What Makes Vontier Corp. (VNT) an Investment Bet?
Palm Valley Capital Management, an investment management firm, has issued the second-quarter 2026 investor letter for the “Palm Valley Capital Fund.” A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,512,775 | $89,128,129 | -4% | 0.05% |
| 2. | Woodline Partners Michael Rockefeller And Karl Kroeker | 1,869,437 | $66,308,930 | -18% | 0.25% |
| 3. | Millennium Management Israel Englander | 1,846,758 | $65,504,506 | +278% | 0.03% |
| 4. | Royce & Associates Chuck Royce | 1,274,762 | $45,215,808 | +15% | 0.45% |
| 5. | AQR Capital Management Cliff Asness | 545,655 | $18,945,140 | -7% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $17.93 | 300 | $5,379.00 | 29,150 | 2022-11-07 | Filing | |
| $18.77 | 2,000 | $37,532.00 | 16,850 | 2022-11-09 | Filing | |
| $18.52 | 1,000 | $18,515.00 | 2,500 | 2022-11-09 | Filing | |
| $17.42 | 2,000 | $34,840.00 | 346,424 | 2022-11-04 | Filing | |
| $17.44 | 1,500 | $26,160.00 | 79,259 | 2022-11-04 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $40.16 | 5,489 | $220,438.24 | 133,341 | 2026-03-02 | Filing | |
| $41.54 | 11,264 | $467,914.44 | 98,174 | 2026-02-17 | Filing | |
| $36.34 | 7,344 | $266,873.62 | 88,248 | 2025-05-12 | Filing | |
| $23.88 | 2,670 | $63,759.60 | 13,800 | 2022-08-16 | Filing | |
| $25.41 | 1,000 | $25,410.00 | 12,030 | 2022-02-22 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 459,406 | $13,322,774 | 2.86% | |
| 2. | 365,615 | $10,602,849 | 0.17% | |
| 3. | 39,848 | $1,155,592 | 0.03% | |
| 4. | 13,625 | $395,125 | 0.01% | |
| 5. | 1,084 | $31,436 | 0% |