Q1 2025 · 13F-HR
High Ground Investment Management LLPholdings as filed
Filed 2025-05-08 · accession 0001828180-25-000004
$428.2M
Reported value
9
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G0450A105 | ACGL | ARCH CAPITAL GROUP LTD | $127.6M | 29.8% | 1,326,549 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $113.9M | 26.6% | 430,498 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $96.6M | 22.6% | 222,030 | Common | SOLE |
| 749527107 | 1RG | REV GROUP INC | $59.3M | 13.8% | 1,876,211 | Common | SOLE |
| 93627C101 | HCC | WARRIOR MET COAL INC | $12.7M | 2.97% | 266,781 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $7.0M | 1.63% | 26,164 | Common | SOLE |
| G27907107 | DOLE | DOLE PLC | $4.6M | 1.06% | 315,073 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $4.2M | 0.98% | 69,203 | Common | SOLE |
| 446413106 | HII | HUNTINGTON INGALLS INDUSTRIE | $2.4M | 0.56% | 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.