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Palliser Capital (UK) Ltd

13F filer · CIK 0001881490
Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$186MU.S. long equity reported on 13F
Positions2319 new · 1 closed
Net flow last quarter+$59.5MBuys minus sells
Top 10 positions weight89.1%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 202623 positions
RIORio Tinto PLC$101M54.41%0.08%+2.8%Q1 2023
HONAHoneywell Aerospace Inc.$10.4M5.57%Not reportedNewQ2 2026
NSCNorfolk Southern Corp$10.1M5.44%0.01%NewQ2 2026
BIOBio-Rad Laboratories, Inc.$8.21M4.41%0.10%NewQ2 2026
WBDWarner Bros. Discovery, Inc.$7.92M4.26%0.01%NewQ2 2026
OWLBlue Owl Capital Inc.$6.61M3.55%10.99%+351.2%Q1 2026
FSKFS KKR Capital Corp$5.54M2.98%0.19%NewQ2 2026
HONHoneywell International Inc$5.44M2.92%0.01%NewQ2 2026
LLYVKLiberty Live Holdings, Inc.$5.41M2.91%Not reportedNewQ2 2026
LLYVALiberty Live Holdings, Inc.$4.98M2.67%Not reportedNewQ2 2026
CCOICogent Communications Holdings, Inc.$3.28M1.76%0.46%-29.3%Q3 2025
OCSLOaktree Specialty Lending Corp$3.24M1.74%0.31%NewQ2 2026
ROPRoper Technologies Inc$2.36M1.27%0.01%-14.4%Q1 2026
MAMastercard Inc$2.1M1.13%0.00%NewQ2 2026
BDXBecton Dickinson & Co$2.05M1.10%0.01%NewQ2 2026
MCOMoodys Corp$2.03M1.09%0.00%NewQ2 2026
AMZNAmazon Com Inc$2M1.08%0.00%NewQ2 2026
TDGTransDigm Group INC$999K0.54%0.00%NewQ2 2026
PSBDPalmer Square Capital BDC Inc.$917K0.49%0.29%NewQ2 2026
CGBDCarlyle Secured Lending, Inc.$481K0.26%0.07%NewQ2 2026
GBDCGOLUB CAPITAL BDC, Inc.$259K0.14%0.01%NewQ2 2026
ARCCAres Capital Corp$258K0.14%0.00%NewQ2 2026
BXSLBlackstone Secured Lending Fund$249K0.13%0.00%NewQ2 2026
Q1 2026Reported May 14, 20265 positions
RIORio Tinto PLC$96.8M75.10%0.08%-14.1%Q1 2023
BBarrick Mining Corp$21.4M16.58%0.03%+10.0%Q4 2025
CCOICogent Communications Holdings, Inc.$6.3M4.89%0.67%-21.5%Q3 2025
ROPRoper Technologies Inc$2.89M2.24%0.01%NewQ1 2026
OWLBlue Owl Capital Inc.$1.53M1.19%2.44%NewQ1 2026
Q4 2025Reported Feb 13, 20265 positions
RIORio Tinto PLC$96.7M65.83%0.10%Not reportedQ1 2023
BBarrick Mining Corp$20.7M14.13%0.03%NewQ4 2025
TECKTeck Resources Ltd$13.5M9.17%Not reported+153.8%Q3 2025
CCOICogent Communications Holdings, Inc.$9.19M6.26%0.85%+94.8%Q3 2025
GPRKGeoPark Ltd$6.78M4.62%1.77%NewQ4 2025
Q3 2025Reported Nov 14, 20256 positions
RIORio Tinto PLC$79.7M58.48%0.10%0.0%Q1 2023
TRIPTripAdvisor, Inc.$20.2M14.80%1.06%Not reportedQ2 2025
EMSmart Share Global Ltd$13.6M9.98%13.63%+36.7%Q1 2025
KVUEKenvue Inc.$9.56M7.02%0.03%NewQ3 2025
CCOICogent Communications Holdings, Inc.$8.39M6.15%0.45%NewQ3 2025
TECKTeck Resources Ltd$4.86M3.57%Not reportedNewQ3 2025
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