Monro, INC.

• Palm Valley Capital First Quarter 2025 Commentary ↗ Palm Valley Capital Fund kept more than three quarters of assets in cash equivalents while adding starter positions in Forrester Research, Monro, Reynolds Consumer Products and Flowers Foods, citing a split small-cap market and concern over permanent impairment in low-quality companies. It added staffing and trucking exposure, trimmed securities near valuation, and argues fiscal retrenchment and speculation leave investors vulnerable to a fuller market cycle. First Quarter 2025 CRI $1.2BFLO $1.3BFORR $224M +7
• KC Kingdom Capital Advisors Q3 2026 Investor Letter ↗ Kingdom Capital Advisors attributes the drawdown chiefly to Entravision and Beasley Broadcasting, arguing that Smadex’s ad-tech franchise is misunderstood and that Beasley must still monetize assets. The portfolio retains positions in UNFI, Magnera and NLOP, while awaiting catalysts at Enviri, Monro and Harbor Diversified. Q3 2026 BBGI $18MEVC $606MMAGN $393M +2

All coverage of MNRO →