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Palliser Capital (UK)’s Cogent Communications CCOI Stock Holding History

Palliser Capital (UK)’s Portfolio CCOI Stock Details CCOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.28M Sell
236,393
-98,051
-29% -$1.81M 1.76% 11
2026
Q1 		$6.3M Sell
334,444
-91,740
-22% -$2.02M 4.89% 3
2025
Q4 		$9.19M Buy
426,184
+207,434
+95% +$6.12M 6.26% 4
2025
Q3 		$8.39M Buy
+218,750
New +$9.13M 6.15% 5

Other funds holding CCOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Palliser Capital (UK)'s CCOI Position: Q2 2026 in Review

Palliser Capital (UK) reduced its Cogent Communications (CCOI) stake by 29% in Q2 2026, selling an estimated $1.81M and leaving 236,393 shares worth $3.28M. The position accounts for 1.76% of the portfolio, ranked #11.

Palliser Capital (UK) first reported a position in CCOI in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.19M in Q4 2025. 224 funds tracked by Wall St. Rank hold CCOI as of Q2 2026.

  • Palliser Capital (UK) held 236,393 shares of Cogent Communications worth $3.28M as of Q2 2026.
  • Palliser Capital (UK) sold 98,051 Cogent Communications shares in Q2 2026, an estimated $1.81M.
  • Cogent Communications made up 1.76% of Palliser Capital (UK)'s portfolio in Q2 2026, its #11 holding.
  • Palliser Capital (UK) first reported a position in Cogent Communications in Q3 2025 and has held it in 4 quarters since.
  • Palliser Capital (UK)'s Cogent Communications position peaked at $9.19M in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Cogent Communications as of Q2 2026.

Based on Palliser Capital (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.