Palm Valley Capital Management initiated a new position in Vontier Corporation during the second quarter of 2026. The firm's Palm Valley Capital Fund gained 1.80% in the quarter, trailing the S&P SmallCap 600's 19.7% return and the Morningstar Small Cap Total Return Index's 14.0% return, partly because the strategy held 75% in cash equivalents. Vontier, a global industrial technology and mobility solutions company, was acquired alongside Clorox and Molson Coors Beverage. The fund manager noted Vontier's operations span fueling equipment and payment systems, vehicle repair and diagnostics tools, and car wash technology, and highlighted its evolution toward fuel-agnostic products including electric vehicle charging software.
The Clorox Company
Molson Coors Brewing Co Class BVontier CorpPalm Valley Capital Management initiated a new position in Vontier, signaling institutional interest.