Q2 2025 · 13F-HR
Palliser Capital (UK) Ltdholdings as filed
Filed 2025-07-29 · accession 0001881490-25-000006
$137.2M
Reported value
5
Positions
2025-06-30
Period end
The Brief · Palliser Capital (UK) Ltd · Q2 2025
AI · grounded in 13F
Palliser Capital (UK) Ltd established five new positions this quarter, led by a $70.4M investment in RIO. The fund also initiated stakes in SKAA for $35.1M and TRIP for $16.2M. Additional new holdings include EM and IBIT, bringing total AUM to $137.2M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 767204100 | RIO | RIO TINTO PLC | $70.4M | 51.4% | 1,207,517 | Common | SOLE |
| 830566105 | SKAA | SKECHERS U S A INC | $35.1M | 25.6% | 556,144 | Common | SOLE |
| 896945201 | TRIP | TRIPADVISOR INC | $16.2M | 11.8% | 1,240,791 | Common | SOLE |
| 83193E102 | EM | SMART SH GLOBAL LTD | $8.4M | 6.13% | 7,373,915 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $7.0M | 5.13% | 114,841 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.