Loma Negra Compania Industrial Argentina Sociedad Anonima

• Palm Harbour Capital Letter 2025 Q4 | 244 KB ↗ Palm Harbour Capital exited Playtech, RHI Magnesita, Aichi, Aberdeen European Logistics Income and Kri-Kri after governance concerns, cyclical risks, liquidation and fuller valuations changed the risk-reward balance. The fund added Converge ICT, arguing that Philippine fiber-network monetization, easing capital expenditure and broadband penetration growth can drive free cash flow. fourth quarter 0QG6 delisted111770 $2.5B284740 $390M +9
• Palm Harbour Capital Letter 2025 Q3 | 553 KB ↗ Palm Harbour Capital exited Ocean Wilsons, Syensqo and The Italian Sea Group, and added Cirsa, Converge ICT, Indofood and Vivendi in favour of cyclical businesses with stronger cash-flow prospects. The portfolio avoids US mega-cap AI momentum and argues that Youngone’s premium apparel OEM franchise and a recovery in SCOTT Sports offer an attractive turnaround opportunity. third quarter 0NFS 0OIY $1.6BAMZN $2.8T +7

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