Q2 2023 · 13F-HR
High Ground Investment Management LLPholdings as filed
Filed 2023-07-12 · accession 0001828180-23-000005
$126.9M
Reported value
7
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 444859102 | HUM | HUMANA INC | $52.7M | 41.5% | 117,766 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $27.0M | 21.3% | 60,870 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $12.6M | 9.90% | 36,128 | Common | SOLE |
| 88642R109 | TDW | TIDEWATER INC | $11.7M | 9.25% | 211,682 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $9.7M | 7.68% | 70,110 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $7.4M | 5.81% | 109,271 | Common | SOLE |
| 878742204 | TECK | TECK RESOURCES LTD-CLS B | $5.7M | 4.53% | 136,413 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.