PCU
Palliser Capital (UK) Portfolio holdings
AUM
$137M
1-Year Est. Return
17.9%
1 Year Est. Return
+17.9%
AUM
$137M
AUM Growth
+$52.6M
(+62%)
Holding
5
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 51.35% |
| 2 | Consumer Discretionary | 43.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Rio Tinto
RIO
$111B
| $70.4M | 51.35% |
1,207,517
|
|
||
|
SKX
2
DELISTED
Skechers
SKX
| $35.1M | 25.59% |
+556,144
|
|
||
3
TripAdvisor
TRIP
$1.78B
| $16.2M | 11.81% |
+1,240,791
|
|
||
|
EM
4
Smart Share Global Ltd
EM
$327M
| $8.41M | 6.13% |
7,373,915
+1,419,335
|
|
||
5
iShares Bitcoin Trust
IBIT
$81.5B
| $7.03M | 5.13% |
114,841
|
|