Q3 2023 · 13F-HR
High Ground Investment Management LLPholdings as filed
Filed 2023-10-30 · accession 0001828180-23-000006
$150.1M
Reported value
7
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 444859102 | HUM | HUMANA INC | $67.2M | 44.8% | 138,217 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $27.4M | 18.2% | 62,870 | Common | SOLE |
| 88642R109 | TDW | TIDEWATER INC | $16.8M | 11.2% | 236,390 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $13.5M | 9.01% | 96,610 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $11.7M | 7.82% | 37,128 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $7.5M | 5.01% | 109,271 | Common | SOLE |
| 878742204 | TECK | TECK RESOURCES LTD-CLS B | $5.9M | 3.92% | 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.