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Palliser Capital (UK) Ltd

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13F filer, CIK 1881490, LONDON, United Kingdom

Palliser Capital (UK) Ltd reported $136,324,556 across 6 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001881490-25-000009

Period
2025-09-30
Reported value
$136M
Holdings
6
Top 10 weight
100%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KVUEnew+589,275$9.56M
CCOInew+218,750$8.39M
TECKnew+110,836$4.86M
EMadded+2,706,180$3.65M
RIOadded+233$15.4K

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
SKXexited-556,144-$35.1M
IBITexited-114,841-$7.03M

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, Q3 2025

Share positions as resolved from 13F-HR 0001881490-25-000009, largest first. % of portfolio is the value over $136,324,556, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,300 shares; 2024Q4: 989,417 shares; 2025Q1: 1,207,517 shares; 2025Q2: 1,207,517 shares; 2025Q3: 1,207,750 shares 1,207,750$79.7M58.48%+233Timeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,240,791 shares; 2025Q3: 1,240,791 shares 1,240,791$20.2M14.8%0Timeline
EMSMART SH GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,954,580 shares; 2025Q2: 7,373,915 shares; 2025Q3: 10,080,095 shares 10,080,095$13.6M9.98%+2,706,180Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 589,275 shares 589,275$9.56M7.02%newTimeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,750 shares 218,750$8.39M6.15%newTimeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,836 shares 110,836$4.86M3.57%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SKXSKECHERS U S A INC556,144$35.1Mshares
IBITISHARES BITCOIN TRUST ETF114,841$7.03Mshares

How Q3 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 0001881490-25-000009 base2025-11-14acceptance time not in the bulk data set