Palliser Capital as of Sept. 30, 2025
Portfolio Holdings for Palliser Capital
Palliser Capital holds 6 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rio Tinto Sponsored Adr (RIO) | 58.5 | $80M | 1.2M | 66.01 | |
| Tripadvisor (TRIP) | 14.8 | $20M | 1.2M | 16.26 | |
| Smart Sh Global Ads (EM) | 10.0 | $14M | 10M | 1.35 | |
| Kenvue (KVUE) | 7.0 | $9.6M | 589k | 16.23 | |
| Cogent Communications Hldgs Com New (CCOI) | 6.2 | $8.4M | 219k | 38.35 | |
| Teck Resources CL B (TECK) | 3.6 | $4.9M | 111k | 43.89 |
