Palliser Capital (UK) Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Palliser Capital (UK) Ltd disclosed 5 US equity positions worth $137.2m in its Q2 2025 13F filing. The largest position was RIO at 51.4% of the reported book, followed by SKAA and TRIP. Against the Q1 2025 filing, it opened 2 new positions, added to 1 and reduced 0 among the top 5 holdings.
What did Palliser Capital (UK) Ltd own in Q2 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RIO RIO TINTO PLC | Basic Materials | 51.4% | $70.4m | 1,207,517 | 0% | held |
| 2 | SKAA SKECHERS U S A INC | 25.6% | $35.1m | 556,144 | – | new | |
| 3 | TRIP TRIPADVISOR INC | Consumer Cyclical | 11.8% | $16.2m | 1,240,791 | – | new |
| 4 | EM SMART SH GLOBAL LTD | 6.1% | $8.4m | 7,373,915 | 24% | added | |
| 5 | IBIT ISHARES BITCOIN TRUST ETF | 5.1% | $7.0m | 114,841 | 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.