Palliser Capital (uk) LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Palliser Capital (uk) LTD disclosed 5 US equity positions worth $128.8m in its Q1 2026 13F filing. The largest position was RIO at 75.1% of the reported book, followed by B and CCOI.
What did Palliser Capital (uk) LTD own in Q1 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RIO RIO TINTO PLC | Basic Materials | 75.1% | $96.8m | 1,037,233 | – | |
| 2 | B BARRICK MNG CORP | Basic Materials | 16.6% | $21.4m | 523,732 | – | |
| 3 | CCOI COGENT COMM HOLDINGS INC | Communication Services | 4.9% | $6.3m | 334,444 | – | |
| 4 | ROP ROPER TECHNOLOGIES INC | Technology | 2.2% | $2.9m | 8,163 | – | |
| 5 | OWL BLUE OWL CAPITAL INC | Financial Services | 1.2% | $1.5m | 167,496 | – |
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.