High Ground Investment Management LLP
CIK 1828180 · Holdings on Mar 31, 2025 · First reported May 8, 2025
Top ten holdings
Q1 2025- ACGL29.79%
- HUM26.60%
- ELV22.55%
- REVG13.84%
- HCC2.97%
- TMUS1.63%
- DOLE1.06%
- CNC0.98%
- HII0.56%
Share classes counted separately99.98%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- HUMWeight decreased · -6.81 pp33.41% → 26.60%Shares +6.09K (+1.44%)
- ACGLWeight decreased · -1.97 pp31.76% → 29.79%Shares +218.09K (+19.67%)
- ELVWeight decreased · -1.37 pp23.92% → 22.55%Shares +13.02K (+6.23%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 9
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ACGLARCH CAPITAL GROUP LTD View history and evidence | $127.59M | 29.79% | 1.33M shares | 31.76% → 29.79%-1.97 pp +218.09K (+19.67%) | Added | ↗▾ |
| 02 | HUMHUMANA INC View history and evidence | $113.91M | 26.60% | 430.50K shares | 33.41% → 26.60%-6.81 pp +6.09K (+1.44%) | Added | ↗▾ |
| 03 | ELVELEVANCE HEALTH INC View history and evidence | $96.57M | 22.55% | 222.03K shares | 23.92% → 22.55%-1.37 pp +13.02K (+6.23%) | Added | ↗▾ |
| 04 | REVGREV GROUP INC View history and evidence | $59.29M | 13.84% | 1.88M shares | Prior unavailable +1.88M | New | ↗▾ |
| 05 | HCCWARRIOR MET COAL INC View history and evidence | $12.73M | 2.97% | 266.78K shares | 2.90% → 2.97%+0.07 pp +94.67K (+55.00%) | Added | ↗▾ |
| 06 | TMUST-MOBILE US INC View history and evidence | $6.98M | 1.63% | 26.16K shares | 1.79% → 1.63%-0.16 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | DOLEDOLE PLC View history and evidence | $4.55M | 1.06% | 315.07K shares | 2.04% → 1.06%-0.98 pp -169.91K (-35.03%) | Reduced | ↗▾ |
| 08 | CNCCENTENE CORP View history and evidence | $4.20M | 0.98% | 69.20K shares | 2.05% → 0.98%-1.07 pp -40.07K (-36.67%) | Reduced | ↗▾ |
| 09 | HIIHUNTINGTON INGALLS INDUSTRIE View history and evidence | $2.42M | 0.56% | 11.85K shares | 0.69% → 0.56%-0.13 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TECK TECK RESOURCES LTD-CLS B | Non-derivative | -114,705 | -$4.65M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1828180 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 428240055
}Take these holdings further.
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