Q2 2025 · 13F-HR
High Ground Investment Management LLPholdings as filed
Filed 2025-07-15 · accession 0001828180-25-000005
$477.1M
Reported value
6
Positions
2025-06-30
Period end
The Brief · High Ground Investment Management LLP · Q2 2025
AI · grounded in 13F
High Ground Investment Management LLP established a new position in ACGL valued at $150.8M. The fund also initiated new stakes in HUM for $121.1M and ELV for $94.5M. Additional new positions include 1RG, HCC, and TMUS.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G0450A105 | ACGL | ARCH CAPITAL GROUP LTD | $150.8M | 31.6% | 1,656,517 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $121.1M | 25.4% | 495,383 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $94.5M | 19.8% | 242,842 | Common | SOLE |
| 749527107 | 1RG | REV GROUP INC | $91.0M | 19.1% | 1,911,593 | Common | SOLE |
| 93627C101 | HCC | WARRIOR MET COAL INC | $13.5M | 2.82% | 294,059 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $6.2M | 1.31% | 26,164 | 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.