Palliser Capital (UK) Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Palliser Capital (UK) Ltd reported 5 stock positions worth $137.2 million. Its top holding was Rio Tinto PLC-Spon ADR (RIO) at 51.4% of the portfolio, followed by Skechers USA Class A (SKX, 25.6%) and Tripadvisor (TRIP, 11.8%). Compared with Q1 2025, it opened 2 new positions and added to 1. The biggest buy was a new position in Skechers USA Class A (SKX).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001881490
Portfolio Value
$137.2M (Q2 2025)
SEC Filing
0001881490-25-000006 ↗ filed Jul 29, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $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 $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 5 stocks · $137.2M
RIO Rio Tinto PLC-Spon ADR 51.35% 1,207,517 $70.4M No change
SKX Skechers USA Inc. Class A 25.59% 556,144 $35.1M New
TRIP Tripadvisor Inc. 11.81% 1,240,791 $16.2M New
EM Smart Share Global Ltd. - ADR 6.13% 7,373,915 $8.4M Add +23.8%
IBIT iShares Bitcoin Trust ETF 5.13% 114,841 $7.0M No change

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 2025
SKX Skechers USA Inc. Class A New 25.59% +25.59
TRIP Tripadvisor Inc. New 11.81% +11.81
EM Smart Share Global Ltd. - ADR Add +23.8% 6.13% −1.75

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