Institutional Fund
Palliser Capital (Uk) Ltd
London, United KingdomCIK 18814905 filings on record
Portfolio Value
$128.85M
Q1 2026
Holdings
5
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-12.3%
from $146.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Rio Tinto PLC75.1%
- Barrick Mng Corp16.6%
- Cogent Communications Hldgs4.9%
- Roper Technologies Inc2.2%
- Blue Owl Capital Inc1.2%
Portfolio Holdings
5 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Rio Tinto PLC | 1.04M | $96.76M | 75.1% | −170.5K | Reduced |
| 2 | Barrick Mng Corp | 523.7K | $21.36M | 16.6% | +47.4K | Added |
| 3 | Cogent Communications Hldgs | 334.4K | $6.30M | 4.9% | −91.7K | Reduced |
| 4 | Roper Technologies Inc | 8.2K | $2.89M | 2.2% | +8.2K | New |
| 5 | Blue Owl Capital Inc | 167.5K | $1.53M | 1.2% | +167.5K | New |