Palm Valley Capital Management released its Q4 2025 investor letter for the Palm Valley Capital Fund, showing a 0.66% appreciation, outperforming the S&P SmallCap 600 and Morningstar Small Cap Total Return Index. The fund increased its equity holdings by 1.12% and emphasized investments in precious metals, with silver as its largest allocation.

In the investor letter, Palm Valley Capital Fund highlighted Utz Brands, Inc. (NYSE: UTZ), a U.S.-based snack foods manufacturer. Utz Brands, Inc. had a one-month return of 0.51% and a 30.53% decrease in share value over the last 52 weeks, closing at $9.83 per share on January 5, 2026, with a market capitalization of $860.221 million.

Palm Valley Capital Fund discussed its new positions in the Q4 2025 letter, including Utz Brands, Inc. The fund sees Utz as a leading U.S. salty snack manufacturer with strong growth potential, attractive margins, and improving free cash flow. Utz’s investment in productivity initiatives and expansion positions it well for future success, making it an appealing investment.

Utz Brands, Inc. (NYSE: UTZ) was not among the 30 most popular stocks among hedge funds, with 16 portfolios holding it at the end of Q3 2025. While Utz has investment potential, other AI stocks may offer greater upside with less risk. For more insights on undervalued stocks and hedge fund investor letters, visit the provided links.

For more information on undervalued small cap stocks, hedge fund investor letters, and the best and worst Dow stocks for the next 12 months, check out the related articles. This article was originally published on Insider Monkey.

Read more at Yahoo Finance: Here’s Why Palm Valley Capital Fund Added Utz Brands (UTZ) to Its Portfolio