Palliser Capital (UK)
Palliser Capital (UK) reported 23 stocks worth $186M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RIO (54.4%), HONA (5.6%) and NSC (5.4%). Compared with Q1 2026, the fund opened new positions in HONA, NSC and BIO, added to RIO and OWL, trimmed CCOI and ROP and sold out of B.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RIO Rio Tinto PLC | $101M | 54.4% | 1.1M | +29K (+3%) | 8 of 8 | |
| 2 |  HONA Honeywell Aerospace Inc Com | $10.4M | 5.6% | 47K | New position | 1 of 8 | |
| 3 |  NSC Norfolk Southn Corp | $10.1M | 5.4% | 32K | New position | 1 of 8 | |
| 4 |  BIO Bio Rad Labs Inc | $8.2M | 4.4% | 28K | New position | 1 of 8 | |
| 5 | WARNER BROS DISCOVERY IN | $7.9M | 4.3% | 297K | New position | 1 of 8 | |
| 6 |  OWL Blue Owl Capital Inc | $6.6M | 3.5% | 756K | +588K (+351%) | 2 of 8 | |
| 7 |  FSK FS KKR | $5.5M | 3.0% | 528K | New position | 1 of 8 | |
| 8 |  HON Honeywell Intl Inc Com | $5.4M | 2.9% | 24K | New position | 1 of 8 | |
| 9 |  LLYVK Liberty Live Hldgs Inc | $5.4M | 2.9% | 51K | New position | 1 of 8 | |
| 10 |  LLYVA Liberty Live Holdings Inc Com Ser A | $5M | 2.7% | 49K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 B Barrick Mng Corp | $21.4M | 524K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Palliser Capital (UK) 13F FAQ
What does Palliser Capital (UK) own?
Palliser Capital (UK) reported 23 stocks worth $186M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RIO (54.4%), HONA (5.6%) and NSC (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Palliser Capital (UK) buy and sell in Q2 2026?
Compared with Q1 2026: 19 new positions, 2 added to, 2 trimmed and 1 sold out. New positions include HONA, NSC and BIO. It sold all of B.
When will Palliser Capital (UK) file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Palliser Capital (UK)'s portfolio worth?
The Q2 2026 filing reports $186M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.