Ranmore Fund Management Ltd 13F Holdings
CIK 0002055400 · COBHAM, X0
As of Sep 30, 2025, Ranmore Fund Management Ltd reported 14 positions worth $369.2M in its SEC Form 13F filing.
Top 14 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SALLY BEAUTY HOLDINGS INC | SBH | Consumer Cyclical | 2,200,000 | $35.8M | 9.70% |
| MATTEL INC | MAT | Consumer Cyclical | 2,100,000 | $35.3M | 9.57% |
| PETROBRA | PBR.A | Energy | 2,800,000 | $33.1M | 8.96% |
| EXPEDIA GROUP INC | EXPE | Industrials | 154,000 | $32.9M | 8.92% |
| UNIVERSAL HEALTH SERVICES INC | UHS | Healthcare | 154,000 | $31.5M | 8.53% |
| ELEVANCE HEALTH INC | ELV | Healthcare | 94,000 | $30.4M | 8.23% |
| QUALCOMM INC | QCOM | Technology | 180,000 | $29.9M | 8.11% |
| MOLSON COORS BEVERAGE CO | TAP | Consumer Defensive | 660,000 | $29.9M | 8.09% |
| TRAVEL & LEISURE CO | TNL | Industrials | 498,000 | $29.6M | 8.02% |
| CENTENE CORP | CNC | Healthcare | 814,000 | $29.0M | 7.87% |
| WESTERN UNION CO | WU | Financial Services | 3,200,000 | $25.6M | 6.93% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 35,000 |