Palliser Capital (UK) Ltd

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), Palliser Capital (UK) Ltd reported 10 stock positions worth $73.4 million. Its top holding was Albertsons Cos Class A (ACI) at 36.4% of the portfolio, followed by Liberty Broadband-C (LBRDK, 13.2%) and Match (MTCH, 8.7%). Compared with Q4 2023, it opened 5 new positions, sold out of 1, added to 2 and reduced 1. The biggest buy was a new position in Match (MTCH) and the biggest sale Albertsons Cos Class A (ACI, shares −12%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001881490
Portfolio Value
$73.4M (Q1 2024)
SEC Filing
0001881490-24-000004 ↗ filed Apr 17, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $73.4M $73.4M Q1 2024 Q2 2024: $99.7M Q2 2024 Q3 2024: $148.1M Q3 2024 Q4 2024: $125.1M Q4 2024 Q1 2025: $84.6M Q1 2025 Q2 2025: $137.2M Q2 2025 Q3 2025: $136.3M Q3 2025 Q4 2025: $146.8M Q4 2025 Q1 2026: $128.8M Q1 2026 Q2 2026: $186.0M Q2 2026

Holdings 10 stocks · $73.4M
ACI Albertsons Cos Inc. Class A 36.36% 1,245,232 $26.7M Reduce -12.3%
LBRDK Liberty Broadband-C 13.19% 169,231 $9.7M Add +2.7%
MTCH Match Group Inc. 8.71% 176,175 $6.4M New
X United States Steel Corp. 8.70% 156,600 $6.4M New
FOX Fox Corp. Class B 8.27% 212,277 $6.1M No change
RIO Rio Tinto PLC-Spon ADR 5.49% 63,200 $4.0M Add +86.2%
B Barrick Gold Corp. 5.09% 224,700 $3.7M New
NEM Newmont Corp. 5.03% 103,100 $3.7M New
CUK Carnival PLC-ADR 4.81% 239,664 $3.5M No change
AEM Agnico Eagle Mines Ltd. 4.35% 53,500 $3.2M New

Portfolio Sells Q4 2023 → Q1 2024
ACI Albertsons Cos Inc. Class A Reduce -12.3% 36.36% −13.89
CNNE Cannae Holdings Inc. Sold out 0.00% −10.15

Portfolio Buys Q4 2023 → Q1 2024
MTCH Match Group Inc. New 8.71% +8.71
X United States Steel Corp. New 8.70% +8.70
B Barrick Gold Corp. New 5.09% +5.09
NEM Newmont Corp. New 5.03% +5.03
AEM Agnico Eagle Mines Ltd. New 4.35% +4.35
RIO Rio Tinto PLC-Spon ADR Add +86.2% 5.49% +1.60
LBRDK Liberty Broadband-C Add +2.7% 13.19% −7.25

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 23$186.0MRIO, HONA, NSC, BIO, WBD
Q1 2026 5$128.8MRIO, B, CCOI, ROP, OWL
Q4 2025 5$146.8MRIO, B, TECK, CCOI, GPRK
Q3 2025 6$136.3MRIO, TRIP, EM, KVUE, CCOI
Q2 2025 5$137.2MRIO, SKX, TRIP, EM, IBIT
Q1 2025 3$84.6MRIO, EM, IBIT
Q4 2024 6$125.1MRIO, EDR, LBRDK, MTCH, X
Q3 2024 11$148.1MLBRDK, EDR, RIO, ACI, X
Q2 2024 10$99.7MRIO, LBRDK, ACI, EDR, MTCH
Q1 2024 10$73.4MACI, LBRDK, MTCH, X, FOX