Q2 2026 · 13F-HR
High Ground Investment Management LLPholdings as filed
Filed 2026-07-20 · accession 0001828180-26-000004
$1.14B
Reported value
7
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 036752103 | ELV | ELEVANCE HEALTH INC | $262.9M | 23.1% | 679,904 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAPITAL GROUP LTD | $253.6M | 22.3% | 2,612,372 | Common | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV | $232.2M | 20.4% | 1,593,130 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $177.9M | 15.6% | 447,968 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $149.3M | 13.1% | 890,172 | Common | SOLE |
| 26969P108 | EXP | EAGLE MATERIALS INC | $61.8M | 5.43% | 274,599 | Common | SOLE |
| 93627C101 | HCC | WARRIOR MET COAL INC | $915,322 | 0.08% | 11,278 | 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.