Q4 2024 · 13F-HR
High Ground Investment Management LLPholdings as filed
Filed 2025-02-12 · accession 0001828180-25-000003
$322.3M
Reported value
9
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 444859102 | HUM | HUMANA INC | $107.7M | 33.4% | 424,403 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAPITAL GROUP LTD | $102.4M | 31.8% | 1,108,464 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $77.1M | 23.9% | 209,010 | Common | SOLE |
| 93627C101 | HCC | WARRIOR MET COAL INC | $9.3M | 2.90% | 172,113 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $6.6M | 2.05% | 109,271 | Common | SOLE |
| G27907107 | DOLE | DOLE PLC | $6.6M | 2.04% | 484,985 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $5.8M | 1.79% | 26,164 | Common | SOLE |
| 878742204 | TECK | TECK RESOURCES LTD-CLS B | $4.6M | 1.44% | 114,705 | Common | SOLE |
| 446413106 | HII | HUNTINGTON INGALLS INDUSTRIE | $2.2M | 0.69% | 11,847 | 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.