Ranmore Fund Management Ltd Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$250.8B
Holdings
14
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHGSHINHAN FINANCIAL GROUP CO L | 529,000 | $23.9B | 9.53% | |
| 2 | PJXPETROLEO BRASILEIRO SA PETRO | 2,024,000 | $23.4B | 9.31% | |
| 3 | MATMATTEL INC | 1,165,514 | $23.0B | 9.16% | |
| 4 | TNLTRAVEL PLUS LEISURE CO | 433,000 | $22.3B | 8.91% | |
| 5 | GOOGLALPHABET INC | 126,000 | $22.2B | 8.85% | |
| 6 | KBIAKB FINL GROUP INC | 255,549 | $21.1B | 8.41% | |
| 7 | S7VSALLY BEAUTY HLDGS INC | 2,196,020 | $20.3B | 8.11% | |
| 8 | TAPMOLSON COORS BEVERAGE CO | 415,341 | $20.0B | 7.96% | |
| 9 | ELVELEVANCE HEALTH INC | 50,000 | $19.4B | 7.75% | |
| 10 | EXPEEXPEDIA GROUP INC | 114,000 | $19.2B | 7.67% | |
| 11 | UNHUNITEDHEALTH GROUP INC | 44,000 | $13.7B | 5.47% | |
| 12 | ASOACADEMY SPORTS & OUTDOORS IN | 220,000 | $9.9B | 3.93% | |
| 13 | BTUPEABODY ENERGY CORP | 496,089 | $6.7B | 2.65% | |
| 14 | GD8AGRAVITY CO LTD | 89,744 | $5.7B | 2.28% |