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Portfolio (Quarterly) Guide ↗

Palliser Capital (UK) Ltd

· CIK 0001881490
13F Portfolio $129M AUM 5 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 1 Added 2 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ROP ROPER TECHNOLOGIES INC Industrials 8,163.0 $2.9M 2.24% NEW $353.86 -7.1%
2 OWL BLUE OWL CAPITAL INC Financial Services 167,496.0 $1.5M 1.19% NEW $9.13 +11.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 91.7%
Communication Services 4.9%
Industrials 2.2%
Financial Services 1.2%