Palliser Capital (UK) Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Palliser Capital (UK) Ltd reported 6 stock positions worth $136.3 million. Its top holding was Rio Tinto PLC-Spon ADR (RIO) at 58.5% of the portfolio, followed by Tripadvisor (TRIP, 14.8%) and Smart Share Global Ltd. - ADR (EM, 10.0%). Compared with Q2 2025, it opened 3 new positions, sold out of 2 and added to 2. The biggest buy was Rio Tinto PLC-Spon ADR (RIO, shares +0%) and the biggest sale an exit from Skechers USA Class A (SKX).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001881490
- Portfolio Value
- $136.3M (Q3 2025)
- SEC Filing
- 0001881490-25-000009 ↗ filed Nov 14, 2025
Holdings Value
Holdings 6 stocks · $136.3M
| RIO Rio Tinto PLC-Spon ADR | 58.48% | 1,207,750 | $79.7M | Add +0.0% |
| TRIP Tripadvisor Inc. | 14.80% | 1,240,791 | $20.2M | No change |
| EM Smart Share Global Ltd. - ADR | 9.98% | 10,080,095 | $13.6M | Add +36.7% |
| KVUE Kenvue Inc. | 7.02% | 589,275 | $9.6M | New |
| CCOI Cogent Communications Holdin | 6.15% | 218,750 | $8.4M | New |
| TECK Teck Resources Ltd.-CLS B | 3.57% | 110,836 | $4.9M | New |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
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 |