Palliser Capital (UK) Ltd
Follow13F filer, CIK 1881490, LONDON, United Kingdom
Palliser Capital (UK) Ltd reported $137,155,157 across 5 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-29.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001881490-25-000006
- Period
- 2025-06-30
- Reported value
- $137M
- Holdings
- 5
- Top 10 weight
- 100%
- New
- 2
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SKXnew | +556,144 | $35.1M |
| TRIPnew | +1,240,791 | $16.2M |
| EMadded | +1,419,335 | $1.62M |
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
None.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001881490-25-000006, largest first. % of portfolio is the value over $137,155,157, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| RIORIO TINTO PLC | 1,207,517 | $70.4M | 51.35% | 0 | Timeline | ||
| SKXSKECHERS U S A INC | 556,144 | $35.1M | 25.59% | new | Timeline | ||
| TRIPTRIPADVISOR INC | 1,240,791 | $16.2M | 11.81% | new | Timeline | ||
| EMSMART SH GLOBAL LTD | 7,373,915 | $8.41M | 6.13% | +1,419,335 | Timeline | ||
| IBITISHARES BITCOIN TRUST ETF | 114,841 | $7.03M | 5.13% | 0 | Timeline |
How Q2 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001881490-25-000006 | base | 2025-07-29 | acceptance time not in the bulk data set |