Palliser Capital (Uk) Ltd

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value

$128.8M

Q ending 2026-03-31

Prior quarter

$146.8M

Q ending 2025-12-31

Change

-12.3% QoQ · +52.3% YoY

Positions

reported holdings

Largest positions

All 5 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.

Holding	Ticker	Type	Value ▼	Shares
Rio Tinto Plc	RIO	Shares	$96.8M	1.0M
Barrick Mng Corp	B	Shares	$21.4M	524K
Cogent Comm Holdings Inc	CCOI	Shares	$6.3M	334K
Roper Technologies Inc	ROP	Shares	$2.9M	8K
Blue Owl Capital Inc	OWL	Shares	$1.5M	167K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.