Q3 2024 · 13F-HR
High Ground Investment Management LLPholdings as filed
Filed 2024-11-05 · accession 0001828180-24-000006
$217.1M
Reported value
8
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 444859102 | HUM | HUMANA INC | $93.7M | 43.2% | 295,767 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAPITAL GROUP LTD | $35.8M | 16.5% | 320,071 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $35.6M | 16.4% | 68,370 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $19.1M | 8.80% | 92,571 | Common | SOLE |
| 93627C101 | HCC | WARRIOR MET COAL INC | $11.1M | 5.12% | 173,814 | Common | SOLE |
| G27907107 | DOLE | DOLE PLC | $8.7M | 4.00% | 532,473 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $8.2M | 3.79% | 109,271 | Common | SOLE |
| 878742204 | TECK | TECK RESOURCES LTD-CLS B | $4.9M | 2.28% | 94,705 | 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.