Palliser Capital (UK) Ltd 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Palliser Capital (UK) Ltd disclosed 6 US equity positions worth $125.1m in its Q4 2024 13F filing. The largest position was RIO at 46.5% of the reported book, followed by 0C3 and 8L8C. Against the Q3 2024 filing, it opened 0 new positions, added to 2 and reduced 2 among the top 6 holdings.
What did Palliser Capital (UK) Ltd own in Q4 2024? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | RIO RIO TINTO PLC | Basic Materials | 46.5% | $58.2m | 989,417 | 214% | added |
| 2 | 0C3 ENDEAVOR GROUP HLDGS INC | 31.0% | $38.7m | 1,237,263 | 0% | held | |
| 3 | 8L8C LIBERTY BROADBAND CORP | 7.3% | $9.2m | 122,498 | -74% | reduced | |
| 4 | MTCH MATCH GROUP INC NEW | Communication Services | 6.1% | $7.6m | 233,594 | 77% | added |
| 5 | USX1 UNITED STATES STL CORP NEW | 5.8% | $7.3m | 213,783 | -36% | reduced | |
| 6 | CCL CARNIVAL PLC | Consumer Cyclical | 3.3% | $4.1m | 181,928 | 0% | held |
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.