Palliser Capital (UK) Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 28, 2024), Palliser Capital (UK) Ltd reported 11 stock positions worth $148.1 million. Its top holding was Liberty Broadband-C (LBRDK) at 25.1% of the portfolio, followed by Endeavor Group Hold Class A (EDR, 23.9%) and Rio Tinto PLC-Spon ADR (RIO, 15.2%). Compared with Q2 2024, it opened 1 new position, added to 7 and reduced 3. The biggest buy was Endeavor Group Hold Class A (EDR, shares +230%) and the biggest sale Rio Tinto PLC-Spon ADR (RIO, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001881490
- Portfolio Value
- $148.1M (Q3 2024)
- SEC Filing
- 0001881490-24-000008 ↗ filed Oct 28, 2024
Holdings Value
Holdings 11 stocks · $148.1M
| LBRDK Liberty Broadband-C | 25.06% | 480,192 | $37.1M | Add +69.1% |
| EDR Endeavor Group Hold Class A | 23.86% | 1,237,263 | $35.3M | Add +230.0% |
| RIO Rio Tinto PLC-Spon ADR | 15.15% | 315,300 | $22.4M | Reduce -36.9% |
| ACI Albertsons Cos Inc. Class A | 9.63% | 771,482 | $14.3M | Add +39.3% |
| X United States Steel Corp. | 7.92% | 332,100 | $11.7M | Add +112.1% |
| B Barrick Gold Corp. | 4.65% | 346,363 | $6.9M | Add +54.1% |
| NEM Newmont Corp. | 3.87% | 107,101 | $5.7M | Add +3.9% |
| MTCH Match Group Inc. | 3.37% | 132,031 | $5.0M | Reduce -45.1% |
| AEM Agnico Eagle Mines Ltd. | 3.03% | 55,666 | $4.5M | Add +4.0% |
| CUK Carnival PLC-ADR | 2.05% | 181,928 | $3.0M | Reduce -41.4% |
| ATMU Atmus Filtration Technologie | 1.41% | 55,700 | $2.1M | New |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| EDR Endeavor Group Hold Class A | Add +230.0% | 23.86% | +13.70 |
| LBRDK Liberty Broadband-C | Add +69.1% | 25.06% | +9.45 |
| X United States Steel Corp. | Add +112.1% | 7.92% | +1.99 |
| ATMU Atmus Filtration Technologie | New | 1.41% | +1.41 |
| B Barrick Gold Corp. | Add +54.1% | 4.65% | +0.89 |
| NEM Newmont Corp. | Add +3.9% | 3.87% | −0.46 |
| AEM Agnico Eagle Mines Ltd. | Add +4.0% | 3.03% | −0.48 |
| ACI Albertsons Cos Inc. Class A | Add +39.3% | 9.63% | −1.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $186.0M | RIO, HONA, NSC, BIO, WBD |
| Q1 2026 | 5 | $128.8M | RIO, B, CCOI, ROP, OWL |
| Q4 2025 | 5 | $146.8M | RIO, B, TECK, CCOI, GPRK |
| Q3 2025 | 6 | $136.3M | RIO, TRIP, EM, KVUE, CCOI |
| Q2 2025 | 5 | $137.2M | RIO, SKX, TRIP, EM, IBIT |
| Q1 2025 | 3 | $84.6M | RIO, EM, IBIT |
| Q4 2024 | 6 | $125.1M | RIO, EDR, LBRDK, MTCH, X |
| Q3 2024 | 11 | $148.1M | LBRDK, EDR, RIO, ACI, X |
| Q2 2024 | 10 | $99.7M | RIO, LBRDK, ACI, EDR, MTCH |
| Q1 2024 | 10 | $73.4M | ACI, LBRDK, MTCH, X, FOX |