High Ground Investment Management LLP
7 holdingsFiling period: 2026-06-30Current AUM: $1.15Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ELV | Elevance Health Inc | 679.9K | $262.9M | $293.3M | 25.60% | +335.8K | 2026-06-30 |
| 2 | — | Arch Capital Group Ltd | 2.61M | $253.6M | $253.6M | 22.14% | +818.5K | 2026-06-30 |
| 3 | — | Aercap Holdings NV | 1.59M | $232.2M | $232.2M | 20.27% | +381.6K | 2026-06-30 |
| 4 | HUM | Humana Inc | 448.0K | $177.9M | $186.9M | 16.32% | -62,911 | 2026-06-30 |
| 5 | TMUS | T-Mobile US Inc | 890.2K | $149.3M | $130.8M | 11.42% | -- | 2026-06-30 |
| 6 | EXP | Eagle Materials Inc | 274.6K | $61.8M | $47.8M | 4.17% | -- | 2026-06-30 |
| 7 | HCC | Warrior Met Coal Inc | 11.3K | $915K | $961K | 0.08% | -105,769 | 2026-06-30 |
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