Ranmore Fund Management Ltd: 13F holdings
CIK 20554002026Q2
| Positions | 23 |
|---|
| Reported value | $903.0m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 23 (+3 vs prior quarter) |
|---|
| Reported value | $903.0m (+19.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CMCSA COMCAST CORP NEW | 2,483,669 | $61.0m | 6.8% |
| EXPE EXPEDIA GROUP INC | 227,558 | $58.2m | 6.4% |
| GDDY GODADDY INC | 676,000 | $57.4m | 6.4% |
| UHS UNIVERSAL HLTH SVCS INC | 379,993 | $56.5m | 6.3% |
| CI THE CIGNA GROUP | 203,000 | $56.0m | 6.2% |
| KSPI KASPI KZ JSC | 620,000 | $53.7m | 5.9% |
| HRB BLOCK H & R INC | 1,400,000 | $53.3m | 5.9% |
| FDS FACTSET RESH SYS INC | 223,991 | $51.5m | 5.7% |
| VIPS VIPSHOP HLDGS LTD | 3,850,000 | $51.1m | 5.7% |
| SBH SALLY BEAUTY HLDGS INC | 2,995,854 | $42.4m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055400")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples