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Palliser Capital (UK) Ltd

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13F filer, CIK 1881490, LONDON, United Kingdom

Palliser Capital (UK) Ltd reported $146,835,880 across 5 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001881490-26-000002

Period
2025-12-31
Reported value
$147M
Holdings
5
Top 10 weight
100%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
Bnew+476,310$20.7M
TECKadded+170,457$8.16M
GPRKnew+914,534$6.78M
CCOIadded+207,434$4.47M

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
TRIPexited-1,240,791-$20.2M
EMexited-10,080,095-$13.6M
KVUEexited-589,275-$9.56M

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, Q4 2025

Share positions as resolved from 13F-HR 0001881490-26-000002, largest first. % of portfolio is the value over $146,835,880, 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; 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; 2025Q4: 1,207,750 shares 1,207,750$96.7M65.83%0Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 476,310 shares 476,310$20.7M14.13%newTimeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,836 shares; 2025Q4: 281,293 shares 281,293$13.5M9.17%+170,457Timeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,750 shares; 2025Q4: 426,184 shares 426,184$9.19M6.26%+207,434Timeline
GPRKGEOPARK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 914,534 shares 914,534$6.78M4.62%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
TRIPTRIPADVISOR INC1,240,791$20.2Mshares
EMSMART SH GLOBAL LTD10,080,095$13.6Mshares
KVUEKENVUE INC589,275$9.56Mshares

How Q4 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 0001881490-26-000002 base2026-02-13acceptance time not in the bulk data set