Royal Palms Capital LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details a portfolio consisting of 69 distinct positions held by the firm.
The report lists the company's contact information, including its address in Whitefish, Montana, and identifies Dave Reichert as the Compliance Consultant responsible for the submission, which was dated October 23, 2026. The filing covers a total of 69 holdings, with the largest position being Deswell Industries Inc. F FGO, which is held in 634,910 shares.
The portfolio includes a mix of large-cap corporations and industrial entities. Notable holdings include Kinder Morgan Inc. Del Com with 160,095 shares, Regions Financial Corp New Com with 143,467 shares, and Smithfield Foods Inc. Com with 146,861 shares. The filing also lists significant positions in energy and materials sectors, such as Global Ship Lease Inc. F FGO with 119,981 shares, Wilton Resources Inc. F FGC with 137,000 shares, and Ur-Energy Inc. F FGC with 20,000 shares.
Other disclosed positions include shares in Microsoft Corp Com, Chevron Corp New Com, and IBM Corp Com. The filing also lists various exchange-traded funds, including SPDR Gold Shares UIE and iShares Silver Trust UIE, alongside specific ADRs such as ABB Ltd F ADR and Unilever PLC F ADR.