StockDriftsStockDriftsTop 5 Palliser Capital (UK) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RIO | RIO TINTO PLC | 75.1% | 1.04M | $96.8M | -14.12%(-170.52K) | $64.10(+70.96%) | 2026-03-31 | |
| B | BARRICK MNG CORP | 16.58% | 523.7K | $21.4M | +9.96%(+47.42K) | $38.52(+12.04%) | 2026-03-31 | |
| CCOI | COGENT COMM HOLDINGS INC | 4.89% | 334.4K | $6.3M | -21.53%(-91.74K) | $36.79(-56.22%) | 2026-03-31 | |
| ROP | ROPER TECHNOLOGIES INC | 2.24% | 8.2K | $2.9M | new | $399.49(-20.41%) | 2026-03-31 | |
| OWL | BLUE OWL CAPITAL INC | 1.19% | 167.5K | $1.5M | new | $12.03(-18.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.87% | +29.05% |
| Top 20 Holdings Unweighted | +10.05% | +33.29% |
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