DOSSIER · 13F-HR · Q3 2026

Royal Palms Capital LLC

$113M in tracked AUM across 69 positions as of Q3 2026.

RP
CIK 0002107886 · last filed Sep 30, 2026
Total AUM
$113M
as of Q3 2026
Holdings
69
−2 QoQ
positions
Whale Score
55
55
tracked
Activity
49
+6 new, −8 sold
changes this Q
AI Analysis · Q3 2026

Royal Palms Capital LLC filed its latest 13F-HR for Q3 2026. 49 position changes this quarter — 6 new, 8 exited, 7 added, 28 trimmed.

Quarter at a glance — Q3 2026

49 material changes this filing.

NEW
XOMEXXONMOBIL HLDGS CORP
+27K sh
+$4M
3.8%
NEW
SCCOSOUTHERN COPPER CORP
+19K sh
+$4M
3.4%
EXIT
XOMEXXON MOBIL CORP
-27K sh
$-4M
—
TRIM
GLWCORNING INC
-1K sh
$-3M
3.8%
EXIT
OLNOLIN CORP
-157K sh
$-3M
—
NEW
KHCKRAFT HEINZ CO
+127K sh
+$3M
2.6%
NEW
M8769Q102TEVA PHARMACEUTICAL IN F
+71K sh
+$3M
2.5%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VTRS
VIATRIS INC
$7M390K6.1%
02
Y27183600
GLOBAL SHIP LEASE INC F
$5M120K4.7%
03
KMI
KINDER MORGAN INC DEL
$5M160K4.3%
04
ABBV
ABBVIE INC
$5M17K4.0%
05
NEM
NEWMONT CORP
$4M38K3.9%
06
XOM
EXXONMOBIL HLDGS CORP
$4M27K3.8%
07
GLW
CORNING INC
$4M27K3.8%
08
RF
REGIONS FINL CORP NEW
$4M143K3.4%
09
SCCO
SOUTHERN COPPER CORP
$4M19K3.4%
10
VLO
VALERO ENERGY CORP NEW
$4M10K3.4%

Filing history

2026Q3Sep 30
$113M▼ 1.0%
69 positionsView →
2026Q2Jun 30
$114M▲ 12.6%
69 positionsView →
2026Q1Mar 31
$101M▲ 19.8%
74 positionsView →
2025Q4Dec 31
$84M—
46 positionsView →