High Ground Investment Management LLP: 13F holdings
CIK 18281802026Q2
| Positions | 7 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 7 (+2 vs prior quarter) |
|---|
| Reported value | $1.1bn (+111.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ELV ELEVANCE HEALTH INC | 679,904 | $262.9m | 23.1% |
| ACGL ARCH CAPITAL GROUP LTD | 2,612,372 | $253.6m | 22.3% |
| AERCAP HOLDINGS NV | 1,593,130 | $232.2m | 20.4% |
| HUM HUMANA INC | 447,968 | $177.9m | 15.6% |
| TMUS T-MOBILE US INC | 890,172 | $149.3m | 13.1% |
| EXP EAGLE MATERIALS INC | 274,599 | $61.8m | 5.4% |
| HCC WARRIOR MET COAL INC | 11,278 | $915,322 | 0.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1828180")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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