Ranmore Fund Management Ltd
20 holdingsFiling period: 2026-03-31Current AUM: $808.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VSNT | VERSANT MEDIA GROUP INC | 1.69M | $62.7M | $61.0M | 7.55% | -- | 2026-03-31 |
| 2 | CMCSA | COMCAST CORP NEW | 1.78M | $51.2M | $42.7M | 5.29% | +160.0K | 2026-03-31 |
| 3 | CI | THE CIGNA GROUP | 175.0K | $46.7M | $48.8M | 6.04% | -- | 2026-03-31 |
| 4 | UHS | UNIVERSAL HLTH SVCS INC | 260.0K | $46.5M | $43.8M | 5.42% | +58.0K | 2026-03-31 |
| 5 | KSPI | KASPI KZ JSC | 620.0K | $45.9M | $55.0M | 6.81% | +167.4K | 2026-03-31 |
| 6 | LKQ | LKQ CORP | 1.52M | $44.5M | $34.1M | 4.21% | +196.7K | 2026-03-31 |
| 7 | HRB | BLOCK H & R INC | 1.40M | $44.4M | $61.6M | 7.63% | +452.0K | 2026-03-31 |
| 8 | WU | WESTERN UN CO | 5.00M | $43.6M | $31.8M | 3.94% | +800.0K | 2026-03-31 |
| 9 | TNL | TRAVEL PLUS LEISURE CO | 590.8K | $40.9M | $44.9M | 5.56% | -- | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 110.0K | $40.7M | $51.1M | 6.33% | -- | 2026-03-31 |
| 11 | FDS | FACTSET RESH SYS INC | 186.0K | $40.4M | $49.0M | 6.06% | -- | 2026-03-31 |
| 12 | ELV | ELEVANCE HEALTH INC FORMERLY | 136.6K | $40.0M | $51.3M | 6.35% | +23.6K | 2026-03-31 |
| 13 | TAP | MOLSON COORS BEVERAGE CO | 900.0K | $38.8M | $37.4M | 4.63% | +74.0K | 2026-03-31 |
| 14 | GDDY | GODADDY INC | 430.0K | $35.5M | $35.6M | 4.40% | -- | 2026-03-31 |
| 15 | SBH | SALLY BEAUTY HLDGS INC | 2.43M | $33.6M | $36.3M | 4.50% | +12.9K | 2026-03-31 |
| 16 | MTCH | MATCH GROUP INC NEW | 1.00M | $30.7M | $39.4M | 4.88% | -- | 2026-03-31 |
| 17 | EXPE | EXPEDIA GROUP INC | 130.0K | $30.0M | $38.3M | 4.74% | +80.0K | 2026-03-31 |
| 18 | ADBE | ADOBE INC | 100.0K | $24.3M | $25.0M | 3.10% | -- | 2026-03-31 |
| 19 | GRVY | GRAVITY CO LTD | 139.7K | $8.7M | $8.7M | 1.07% | -- | 2026-03-31 |
| 20 | DVA | DAVITA INC | 50.0K | $7.7M | $12.0M | 1.49% | -- | 2026-03-31 |
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