Palm Valley Capital Management’s third-quarter 2025 investor letter shows the Palm Valley Capital Fund appreciated 2.35% in the quarter. The Fund invested 73.5% in cash equivalents at the start, increasing to 74.1% by the end. Small-cap stocks outperformed large caps with Fed easing and reduced tariff concerns driving performance.

Seaboard Corporation (AMEX: SEB) was highlighted in Palm Valley Capital Fund’s third-quarter 2025 investor letter. The one-month return for Seaboard was -8.82%, and shares gained 13.90% over the last 52 weeks. As of October 7, 2025, Seaboard’s stock closed at $3,536.60 per share with a market capitalization of $3.392 billion.

Palm Valley Capital Fund sold its investment in Seaboard Corporation (AMEX: SEB) in the third quarter. The company was acquired at a discount to tangible book value, generating profits despite volatile operating results. Seaboard’s shares rallied sharply, exceeding the fund’s valuation.

Seaboard Corporation (AMEX: SEB) is not among the 30 most popular stocks among hedge funds. 19 hedge fund portfolios held Seaboard Corporation (AMEX: SEB) at the end of the second quarter. While acknowledging its potential, some believe AI stocks offer greater upside potential with less downside risk. For an undervalued AI stock benefiting from Trump-era tariffs and the onshoring trend, check out the free report on the best short-term AI stock.

Read more at Yahoo Finance: Palm Valley Capital Fund Sold Seaboard Corporation (SEB) as It Exceeded the Valuation