Palliser Capital (UK) Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Palliser Capital (UK) Ltd disclosed 11 US equity positions worth $148.1m in its Q3 2024 13F filing. The largest position was 8L8C at 25.1% of the reported book, followed by 0C3 and RIO.
What did Palliser Capital (UK) Ltd own in Q3 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | 8L8C LIBERTY BROADBAND CORP | 25.1% | $37.1m | 480,192 | – | ||
| 2 | 0C3 ENDEAVOR GROUP HLDGS INC | 23.9% | $35.3m | 1,237,263 | – | ||
| 3 | RIO RIO TINTO PLC | Basic Materials | 15.2% | $22.4m | 315,300 | – | |
| 4 | ACI ALBERTSONS COS INC | Consumer Defensive | 9.6% | $14.3m | 771,482 | – | |
| 5 | USX1 UNITED STATES STL CORP NEW | 7.9% | $11.7m | 332,100 | – | ||
| 6 | ABX BARRICK GOLD CORP | Financial Services | 4.7% | $6.9m | 346,363 | – | |
| 7 | NEM NEWMONT CORP | Basic Materials | 3.9% | $5.7m | 107,101 | – | |
| 8 | MTCH MATCH GROUP INC NEW | Communication Services | 3.4% | $5.0m | 132,031 | – | |
| 9 | AEM AGNICO EAGLE MINES LTD | Basic Materials | 3.0% | $4.5m | 55,666 | – | |
| 10 | CCL CARNIVAL PLC | Consumer Cyclical | 2.0% | $3.0m | 181,928 | – | |
| 11 | ATMU ATMUS FILTRATION TECHNOLOGIE | Consumer Cyclical | 1.4% | $2.1m | 55,700 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.