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Palliser Capital (UK) Ltd

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13F filer, CIK 1881490, LONDON, United Kingdom

Palliser Capital (UK) Ltd reported $84,592,458 across 3 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001881490-25-000004

Period
2025-03-31
Reported value
$84.6M
Holdings
3
Top 10 weight
100%
New
2
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RIOadded+218,100$13.1M
EMnew+5,954,580$6.67M
IBITnew+114,841$5.38M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EDRexited-1,237,263-$38.7M
LBRDKexited-122,498-$9.16M
MTCHexited-233,594-$7.64M
UNITED STATES STL CORP NEWexited-213,783-$7.27M
CUKexited-181,928-$4.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001881490-25-000004, largest first. % of portfolio is the value over $84,592,458, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,300 shares; 2024Q4: 989,417 shares; 2025Q1: 1,207,517 shares 1,207,517$72.5M85.76%+218,100Timeline
EMSMART SH GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,954,580 shares 5,954,580$6.67M7.88%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,841 shares 114,841$5.38M6.35%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EDRENDEAVOR GROUP HLDGS INC1,237,263$38.7Mshares
LBRDKLIBERTY BROADBAND CORP122,498$9.16Mshares
MTCHMATCH GROUP INC NEW233,594$7.64Mshares
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW213,783$7.27Mshares
CUKCARNIVAL PLC181,928$4.1Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001881490-25-000004 base2025-05-15acceptance time not in the bulk data set