Palliser Capital (UK) Ltd — 13F holdings

Palliser Capital (UK) Ltd reported 23 holdings worth $186M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RIO RIO TINTO PLC — $101M (54.4%)
2. HONA HONEYWELL AEROSPACE INC — $10.4M (5.6%)
3. NSC NORFOLK SOUTHN CORP — $10.1M (5.4%)
4. BIO BIO RAD LABS INC — $8.21M (4.4%)
5. WBD WARNER BROS DISCOVERY INC — $7.92M (4.3%)
6. OWL BLUE OWL CAPITAL INC — $6.61M (3.6%)
7. FSK FS KKR CAP CORP — $5.54M (3.0%)
8. HON HONEYWELL INTL INC — $5.44M (2.9%)
9. LLYVK LIBERTY LIVE HOLDINGS INC — $5.41M (2.9%)
10. LLYVA LIBERTY LIVE HOLDINGS INC — $4.98M (2.7%)