Jeremy White
Palliser Capital (uk) Ltd
Assets Managed
$128.845M
Holdings
5
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-12.25%(2Q avg: -2.27%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Palliser Capital (uk) Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5 positions.
Assets under management
The assets under management (AUM) of Palliser Capital (uk) Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 128.845M in assets, with a quarterly growth rate of -12.25% and a 2-quarter average growth rate of -2.27%. The portfolio is managed by Jeremy White, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
RIO Rio Tinto Plc-spon Adr
| 75.11% | $96.763M 1.037M shares@ $93.3 avg price | Decreased -14.11% |
B Barrick Mining Corp
| 16.59% | $21.363M 523,732 shares@ $40.79 avg price | Increased 9.96% |
CCOI Cogent Communications Holdin
| 4.9% | $6.301M 334,444 shares@ $18.85 avg price | Decreased -21.52% |
ROP Roper Technologies Inc
| 2.25% | $2.889M 8,163 shares@ $353.86 avg price | New Position |
OWL Blue Owl Capital Inc
| 1.19% | $1.529M 167,496 shares@ $9.13 avg price | New Position |
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