1y return+30.7%S&P 500 +20.9%
3y return+12.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $127 against $157 in the S&P 500.2
Palliser Capital (UK) LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RIORio Tinto PLC | $101.2M | 54.4% | +2.8% |
| HONAHoneywell Aerospace Inc | $10.4M | 5.6% | New |
| NSCNorfolk Southn Corp | $10.1M | 5.4% | New |
| BIOBio Rad Labs Inc | $8.2M | 4.4% | New |
| Warner Bros Discovery IncCUSIP 934423104 | $7.9M | 4.3% | New |
| OWLBlue Owl Capital Inc | $6.6M | 3.6% | +351.2% |
| FSKFs Kkr Cap Corp | $5.5M | 3.0% | New |
| HONHoneywell Intl Inc | $5.4M | 2.9% | New |
| LLYVKLiberty Live Holdings Inc | $5.4M | 2.9% | New |
| LLYVALiberty Live Holdings Inc | $5.0M | 2.7% | New |
| CCOICogent Comm Holdings Inc | $3.3M | 1.8% | −29.3% |
| OCSLOaktree Specialty Lending | $3.2M | 1.7% | New |
| ROPRoper Technologies Inc | $2.4M | 1.3% | −14.4% |
| MAMastercard Incorporated | $2.1M | 1.1% | New |
| BDXBecton Dickinson & Co | $2.0M | 1.1% | New |
| MCOMoodys Corp | $2.0M | 1.1% | New |
| AMZNAmazon Com Inc | $2.0M | 1.1% | New |
| TDGTransdigm Group Inc | $999K | 0.5% | New |
| PSBDPalmer Square Capital Bdc In | $917K | 0.5% | New |
| CGBDCarlyle Secured Lending Inc | $481K | 0.3% | New |
| GBDCGolub Cap Bdc Inc | $259K | 0.1% | New |
| ARCCAres Capital Corp | $258K | 0.1% | New |
| BXSLBlackstone Secd Lending Fd | $249K | 0.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RIORio Tinto PLC | December 31, 2023 | +27.5% | $101.2M |
| OWLBlue Owl Capital Inc | March 31, 2026 | −4.2% | $6.6M |
| ROPRoper Technologies Inc | March 31, 2026 | −4.4% | $2.4M |
| CCOICogent Comm Holdings Inc | September 30, 2025 | −63.8% | $3.3M |
Sold off last quarter
- BBarrick Mng Corp was $21.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −1.8% | +14.8% |
| March 31, 2026 | +11.3% | −4.6% |
| December 31, 2025 | +7.6% | +2.4% |
| September 30, 2025 | +11.1% | +7.8% |
| June 30, 2025 | −0.4% | +10.5% |
| March 31, 2025 | −13.1% | −4.6% |
| December 31, 2024 | −2.8% | +2.1% |
| September 30, 2024 | +12.9% | +5.4% |
| June 30, 2024 | −2.2% | +4.0% |
| March 31, 2024 | −8.9% | +10.0% |
| December 31, 2023 | +1.8% | +11.2% |
| September 30, 2023 | +0.2% | −3.6% |
| June 30, 2023 | +3.4% | +8.3% |
| March 31, 2023 | −2.1% | +7.0% |
| December 31, 2022 | +10.8% | +7.1% |
| September 30, 2022 | +0.1% | −5.3% |
| June 30, 2022 | −8.7% | −16.5% |
| March 31, 2022 | +9.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Palliser Capital (UK) Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1881490&type=13F-HR&dateb=&owner=include&count=40CIK 1881490
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1881490/000188149026000006/Filed August 14, 2026 · accession 0001881490-26-000006