28 is the total number of securities Palliser Capital (UK) Ltd has owned. The longest Palliser Capital (UK) Ltd has owned a single stock is 9 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CUK | CARNIVAL PLC | 9 | 9 | 0.12% | 5.64% | 11.88% | Q4 2021 | Q4 2023 | 9 |
| ATVI | ACTIVISION BLIZZARD INC | 7 | 7 | 2.21% | 14.96% | 41.89% | Q1 2022 | Q3 2023 | 7 |
| FOX | FOX CORP | 4 | 2 | 9.04% | 19.77% | 35.26% | Q4 2021 | Q4 2023 | 6 |
| ACI | ALBERTSONS COS INC | 5 | 5 | 4.94% | 31.49% | 50.26% | Q4 2022 | Q4 2023 | 5 |
| CNNE | CANNAE HLDGS INC | 5 | 5 | 10.15% | 15.00% | 23.04% | Q4 2022 | Q4 2023 | 5 |
| TSM | TAIWAN SEMICONDUCTOR M... | 5 | 5 | 2.92% | 3.73% | 5.02% | Q1 2022 | Q1 2023 | 5 |
| SJI | SOUTH JERSEY INDS INC | 3 | 3 | 16.34% | 17.61% | 19.58% | Q2 2022 | Q4 2022 | 3 |
| RIO | RIO TINTO PLC | 2 | 1 | 3.89% | 8.03% | 11.47% | Q1 2023 | Q4 2023 | 3 |
| TMX | TERMINIX GLOBAL HOLDIN... | 3 | 3 | 2.64% | 2.78% | 2.97% | Q1 2022 | Q3 2022 | 3 |
| AUY | YAMANA GOLD INC | 2 | 2 | 8.41% | 19.93% | 31.44% | Q2 2022 | Q3 2022 | 2 |
| JOBS | 51JOB INC | 2 | 2 | 2.53% | 19.25% | 35.97% | Q4 2021 | Q1 2022 | 2 |
| LBRDK | LIBERTY BROADBAND CORP | 2 | 2 | 17.26% | 18.86% | 20.45% | Q3 2023 | Q4 2023 | 2 |
| HZNP | HORIZON THERAPEUTICS P... | 2 | 2 | 8.24% | 9.28% | 10.32% | Q1 2023 | Q2 2023 | 2 |
| SIMO | SILICON MOTION TECHNOL... | 2 | 2 | 0.85% | 1.06% | 1.26% | Q3 2022 | Q4 2022 | 2 |
| BBL | BHP GROUP PLC | 1 | 1 | 57.81% | 57.81% | 57.81% | Q4 2021 | Q4 2021 | 1 |
| NLSN | NIELSEN HLDGS PLC | 1 | 1 | 22.10% | 22.10% | 22.10% | Q2 2022 | Q2 2022 | 1 |
| VMW | VMWARE INC | 1 | 1 | 18.33% | 18.33% | 18.33% | Q2 2023 | Q2 2023 | 1 |
| ZNGA | ZYNGA INC | 1 | 1 | 13.48% | 13.48% | 13.48% | Q1 2022 | Q1 2022 | 1 |
| XLNX | XILINX INC | 1 | 1 | 10.26% | 10.26% | 10.26% | Q4 2021 | Q4 2021 | 1 |
| INFO | IHS MARKIT LTD | 1 | 1 | 10.14% | 10.14% | 10.14% | Q4 2021 | Q4 2021 | 1 |
| GFI | GOLD FIELDS LTD | 1 | 1 | 5.60% | 5.60% | 5.60% | Q2 2022 | Q2 2022 | 1 |
| ZEN | ZENDESK INC | 1 | 1 | 3.49% | 3.49% | 3.49% | Q3 2022 | Q3 2022 | 1 |
| TBPH | THERAVANCE BIOPHARMA INC | 1 | 1 | 2.65% | 2.65% | 2.65% | Q4 2022 | Q4 2022 | 1 |
| SOHU | SOHU COM LTD | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2021 | Q4 2021 | 1 |
| AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 1.95% | 1.95% | 1.95% | Q1 2022 | Q1 2022 | 1 |
| CHNG | CHANGE HEALTHCARE INC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q4 2021 | Q4 2021 | 1 |
| EURN | EURONAV NV | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2022 | Q4 2022 | 1 |
| VNET | VNET GROUP INC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2022 | Q3 2022 | 1 |
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The securities at the top of the list , including CARNIVAL PLC, ACTIVISION BLIZZARD INC, and FOX CORP, are the highest-conviction holdings of Palliser Capital (UK) Ltd.
The conviction is calculated by counting the number of quarters a security has been reported by Palliser Capital (UK) Ltd. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Palliser Capital (UK) Ltd owns currently or has owned in the past.