High Ground Investment Management LLP Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$428.2B
Holdings
9
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACGLARCH CAPITAL GROUP LTD | 1,326,549 | $127.6B | 29.79% | |
| 2 | HUMHUMANA INC | 430,498 | $113.9B | 26.60% | |
| 3 | ELVELEVANCE HEALTH INC | 222,030 | $96.6B | 22.55% | |
| 4 | 1RGREV GROUP INC | 1,876,211 | $59.3B | 13.84% | |
| 5 | HCCWARRIOR MET COAL INC | 266,781 | $12.7B | 2.97% | |
| 6 | TMUST-MOBILE US INC | 26,164 | $7.0B | 1.63% | |
| 7 | DOLEDOLE PLC | 315,073 | $4.6B | 1.06% | |
| 8 | CNCCENTENE CORP DEL | 69,203 | $4.2B | 0.98% | |
| 9 | HIIHUNTINGTON INGALLS INDUSTRIE | 11,847 | $2.4B | 0.56% |