Palliser Capital as of Sept. 30, 2022
Portfolio Holdings for Palliser Capital
Palliser Capital holds 10 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yamana Gold | 31.4 | $19M | 4.3M | 4.53 | |
| Activision Blizzard | 17.8 | $11M | 147k | 74.34 | |
| South Jersey Industries | 16.3 | $10M | 301k | 33.42 | |
| Fox Corp Cl B Com (FOX) | 15.6 | $9.6M | 337k | 28.50 | |
| Carnival Adr (CUK) | 7.3 | $4.5M | 729k | 6.19 | |
| Zendesk | 3.5 | $2.1M | 28k | 76.10 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.1 | $1.9M | 28k | 68.58 | |
| Terminix Global Holdings | 2.7 | $1.7M | 44k | 38.30 | |
| Vnet Group Sponsored Ads A (VNET) | 1.3 | $825k | 150k | 5.50 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.8 | $522k | 8.0k | 65.24 |
