High Ground Investment Management LLP
CIK: 0001828180Latest portfolio: $686.8M · Q4 2025
Holdings
6
Total Value
$686.8M
New Positions
6
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | ACGLARCH CAPITAL GROUP LTD | 1,812,072 | $173.8M | 25.31% | NEW | |
| 2 | AERAERCAP HOLDINGS NV | 1,176,170 | $169.1M | 24.62% | NEW | |
| 3 | HUMHUMANA INC | 493,963 | $126.5M | 18.42% | NEW | |
| 4 | ELVELEVANCE HEALTH INC | 326,081 | $114.3M | 16.64% | NEW | |
| 5 | 1RGREV GROUP INC | 1,464,784 | $89.1M | 12.97% | NEW | |
| 6 | HCCWARRIOR MET COAL INC | 158,344 | $14.0M | 2.03% | NEW |
Quarterly Changes
Sector Breakdown
Healthcare0.0% ($126.5T)
Financial Services0.0% ($173.8M)
Industrials0.0% ($169.1M)
Unknown0.0% ($89.1M)
Energy0.0% ($14.0M)
Filing History
Fund Information
High Ground Investment Management LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $686.8M across 6 holdings. The largest position is ARCH CAPITAL GROUP LTD (ACGL), representing 25.3% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.