Palliser Capital (UK) Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 15, 2024), Palliser Capital (UK) Ltd reported 10 stock positions worth $99.7 million. Its top holding was Rio Tinto PLC-Spon ADR (RIO) at 33.0% of the portfolio, followed by Liberty Broadband-C (LBRDK, 15.6%) and Albertsons Cos Class A (ACI, 11.0%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 4 and reduced 1. The biggest buy was Rio Tinto PLC-Spon ADR (RIO, shares +691%) and the biggest sale Albertsons Cos Class A (ACI, shares −56%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001881490
Portfolio Value
$99.7M (Q2 2024)
SEC Filing
0001881490-24-000006 ↗ filed Jul 15, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $73.4M Q1 2024 Q2 2024: $99.7M $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 · $99.7M
RIO Rio Tinto PLC-Spon ADR 33.04% 499,675 $32.9M Add +690.6%
LBRDK Liberty Broadband-C 15.61% 283,924 $15.6M Add +67.8%
ACI Albertsons Cos Inc. Class A 10.97% 553,749 $10.9M Reduce -55.5%
EDR Endeavor Group Hold Class A 10.16% 374,883 $10.1M New
MTCH Match Group Inc. 7.32% 240,308 $7.3M Add +36.4%
X United States Steel Corp. 5.94% 156,600 $5.9M No change
CUK Carnival PLC-ADR 5.36% 310,219 $5.3M Add +29.4%
NEM Newmont Corp. 4.33% 103,100 $4.3M No change
B Barrick Gold Corp. 3.76% 224,700 $3.7M No change
AEM Agnico Eagle Mines Ltd. 3.51% 53,500 $3.5M No change

Portfolio Sells Q1 2024 → Q2 2024
ACI Albertsons Cos Inc. Class A Reduce -55.5% 10.97% −25.39
FOX Fox Corp. Class B Sold out 0.00% −8.27

Portfolio Buys Q1 2024 → Q2 2024
RIO Rio Tinto PLC-Spon ADR Add +690.6% 33.04% +27.55
EDR Endeavor Group Hold Class A New 10.16% +10.16
LBRDK Liberty Broadband-C Add +67.8% 15.61% +2.42
CUK Carnival PLC-ADR Add +29.4% 5.36% +0.55
MTCH Match Group Inc. Add +36.4% 7.32% −1.38

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