Palliser Capital (UK) Ltd

CIK: 0001881490SEC EDGAR →

Portfolio Value

$146.8B

Holdings

5

As of

Q4 2025

New Positions

3

Closed Positions

2

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
RIO

RIO TINTO PLC

1,207,750$96.7B
65.83%
2
B

BARRICK MNG CORP

476,310$20.7B
14.13%
3
TECK/B

TECK RESOURCES LTD

281,293$13.5B
9.17%
4
OGM1

COGENT COMMUNICATIONS HLDGS

426,184$9.2B
6.26%
5
GPRK

GEOPARK LTD

914,534$6.8B
4.61%

Quarterly Changes

Top Buys

BNEW
$20.7B
TECK/B↑ Increased
$8.6B
GPRKNEW
$6.8B
OGM1↑ Increased
$798.9M

Top Sells

TRIPCLOSED
$20.2B
EMCLOSED
$13.6B
KVUECLOSED
$9.6B

New Positions (2)

B
$20.7B · 476K shares
GPRK
$6.8B · 915K shares

Closed Positions (3)

TRIP
$20.2B · 1.2M shares
EM
$13.6B · 10.1M shares
KVUE
$9.6B · 589K shares

Sector Breakdown

Sector# HoldingsValue%
Basic Materials2$117.4B80.0%
Unknown2$22.7B15.4%
Energy1$6.8B4.6%