account_balance
Investment manager · 13F filer · SEC CIK 1881490
Palliser Capital (UK) Ltd
Reported value$216Mas of Sep 30, 2026
Positions22 3 new, 4 sold out
Top 10 weight86.5%RIO alone is 49%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
RIORio Tinto PLC
49.4%Added +7%
HONAHoneywell Aerospace Inc.
8.4%Added +151%
NSCNorfolk Southern Corp
5.0%Added +10%
LLYVALiberty Live Holdings, Inc.
4.3%+100%
CPNGCoupang, Inc.
4.0%New
LLYVKLiberty Live Holdings, Inc.
3.9%Added +70%
FSKFS KKR Capital Corp
3.6%Added +33%
WBDWarner Bros Discovery Inc
2.9%Trimmed −32%
MPWRMonolithic Power Systems, Inc.
2.5%New
OCSLOaktree Specialty Lending Corp
2.4%
BHF2.1%TDG2.0%RIORio Tinto PLC
49.4%Added +7%
HONAHoneywell Aerospace Inc.
8.4%
NSC5.0%LLYVA4.3%CPNG4.0%LLYVK3.9%FSK3.6%WBD
MPWROCSLBHFTDGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RIO Rio Tinto PLC 49.4% Added +7%HONA Honeywell Aerospace Inc. 8.4% Added +151%NSC Norfolk Southern Corp 5.0% Added +10%LLYVA Liberty Live Holdings, Inc. 4.3% Added +100%CPNG Coupang, Inc. 4.0% NewLLYVK Liberty Live Holdings, Inc. 3.9% Added +70%FSK FS KKR Capital Corp 3.6% Added +33%
WBD Warner Bros Discovery Inc 2.9% Trimmed −32%
MPWR Monolithic Power Systems, Inc. 2.5% NewOCSL Oaktree Specialty Lending Corp 2.4% Added +62%BHF Brighthouse Financial, Inc. 2.1% NewTDG TransDigm Group INC 2.0% Added +435%What changed
Biggest moves since Jun 30, 2026
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