Almacenes Éxito S.A.

• Palm Harbour Capital Q4 2023 Letter ↗ Palm Harbour Capital increased its Japanese allocation on expectations that stock-exchange pressure will improve capital allocation and shareholder engagement. The fund exited C Uyemura, Bayer and several other positions, while retaining both Solvay and Syensqo after their separation and building exposure to OCI’s asset-sale-driven value realization. fourth quarter 2023 SHBBF $9BSVYSF $2.9B4966 $2.2B +7

All coverage of EXTO →