High Ground Investment Management LLP 13F Holdings

CIK 0001828180 · LONDON, X0

As of Sep 30, 2025, High Ground Investment Management LLP reported 8 positions worth $601.9M in its SEC Form 13F filing.

Top 8 holdings

SecurityTickerSectorSharesValue% of portfolio
ARCH CAPITAL GROUP LTDACGLFinancial Services1,714,668 55.6M25.85%
HUMANA INCHUMHealthcare503,801 31.1M21.78%
ELEVANCE HEALTH INCELVHealthcare289,232$93.5M15.53%
AERCAP HOLDINGS NVAERIndustrials748,519$90.6M15.05%
REV GROUP INCREVGIndustrials1,305,969$74.0M12.30%
AIR LEASE CORPALIndustrials549,201$35.0M5.81%
WARRIOR MET COAL INCHCCBasic Materials251,884 6.0M2.66%
T-MOBILE US INCTMUSCommunication Services26,164$6.3M1.04%