Palliser Capital (Uk) Ltd Top Holdings and 13F Report (2026) About Palliser Capital (Uk) LtdInvestment ActivityPalliser Capital (Uk) Ltd has $186.04 million in total holdings as of June 30, 2026.Palliser Capital (Uk) Ltd owns shares of 23 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 43.25% of the portfolio was purchased this quarter.About 12.43% of the portfolio was sold this quarter.This quarter, Palliser Capital (Uk) Ltd has purchased 5 new stocks and bought additional shares in 2 stocks.Palliser Capital (Uk) Ltd sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings Rio Tinto $101,226,802HONEYWELL AEROSPACE INC $10,370,863Norfolk Southern $10,115,327Bio-Rad Laboratories $8,207,574Warner Bros. Discovery $7,918,527 Largest New Holdings this Quarter 43849R105 - HONEYWELL AEROSPACE INC $10,370,863 Holding655844108 - Norfolk Southern $10,115,327 Holding090572207 - Bio-Rad Laboratories $8,207,574 Holding934423104 - Warner Bros. Discovery $7,918,527 Holding302635206 - FS KKR Capital $5,542,320 Holding Largest Purchases this Quarter HONEYWELL AEROSPACE INC 46,910 shares (about $10.37M)Norfolk Southern 32,154 shares (about $10.12M)Bio-Rad Laboratories 27,954 shares (about $8.21M)Warner Bros. Discovery 297,019 shares (about $7.92M)FS KKR Capital 527,840 shares (about $5.54M) Largest Sales this Quarter Cogent Communications 98,051 shares (about $1.36M)ROPER TECHNOLOGIES INC 1,177 shares (about $398.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalliser Capital (Uk) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRIORio Tinto$101,226,802$2,762,273 â–²2.8%1,066,33154.4%MaterialsHONEYWELL AEROSPACE INC$10,370,863$10,370,863 â–²New Holding46,9105.6%COMNSCNorfolk Southern$10,115,327$10,115,327 â–²New Holding32,1545.4%IndustrialsBIOBio-Rad Laboratories$8,207,574$8,207,574 â–²New Holding27,9544.4%HealthcareWBDWarner Bros. Discovery$7,918,527$7,918,527 â–²New Holding297,0194.3%Communication ServicesOWLBlue Owl Capital$6,612,603$5,147,013 â–²351.2%755,7263.6%FinanceFSKFS KKR Capital$5,542,320$5,542,320 â–²New Holding527,8403.0%FinanceHONEYWELL INTL INC$5,437,635$5,437,635 â–²New Holding24,2862.9%COMLIBERTY LIVE HOLDINGS INC$5,409,085$5,409,085 â–²New Holding51,2032.9%COM SHS SER CLIBERTY LIVE HOLDINGS INC$4,975,815$4,975,815 â–²New Holding49,1392.7%COM SER ACCOICogent Communications$3,281,135$1,360,948 â–¼-29.3%236,3931.8%Communication ServicesOCSLOaktree Specialty Lending$3,235,656$3,235,656 â–²New Holding270,9931.7%FinanceROPER TECHNOLOGIES INC$2,363,993$398,285 â–¼-14.4%6,9861.3%COMMAMastercard$2,100,110$2,100,110 â–²New Holding4,0891.1%FinanceBDXBecton, Dickinson and Company$2,047,949$2,047,949 â–²New Holding13,5331.1%HealthcareMCOMoody's$2,029,082$2,029,082 â–²New Holding4,4801.1%FinanceAMZNAmazon.com$2,003,009$2,003,009 â–²New Holding8,4041.1%Consumer DiscretionaryTDGTransdigm Group$999,030$999,030 â–²New Holding7500.5%IndustrialsPALMER SQUARE CAPITAL BDC IN$917,252$917,252 â–²New Holding88,0280.5%COM SHSCGBDCarlyle Secured Lending$481,253$481,253 â–²New Holding45,7030.3%FinanceGBDCGolub Capital BDC$259,262$259,262 â–²New Holding20,1290.1%FinanceARCCAres Capital$257,511$257,511 â–²New Holding13,8970.1%FinanceBXSLBlackstone Secured Lending Fund$249,358$249,358 â–²New Holding10,5170.1%FinanceBARRICK MNG CORP$0$21,363,028 â–¼-100.0%00.0%COM SHSShowing largest 100 holdings. 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