Investor
Palliser Capital (UK) Ltd
CIK 0001881490 · filed 2026-05-14 · SEC filing
13F book
$128.8M
Positions
5
2 new · 2 sold
Largest name
75.1%
Rio Tinto Plc
Est. mark
$11.5M
Price effect on 3 names still held. Flow −$29.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Rio Tinto Plc | — | 1.04M | $96.8M | 75.1% | $13.8M | Cut$107.2K |
| Barrick Mng Corp | — | 523.7K | $21.4M | 16.6% | −$1.31M | Added$619.7K |
| Cogent Communications Hldgs | — | 334.4K | $6.3M | 4.9% | −$909.7K | Cut−$2.89M |
| Roper Technologies Inc | ROP | 8.16K | $2.89M | 2.2% | — | New |
| Blue Owl Capital Inc | — | 167.5K | $1.53M | 1.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.