Institutional
High Ground Investment Management LLP
CIK 0001828180
$1.14B
Reported AUM
7
Positions
Q2 2026
Period
2026-07-20
Filed
Editorial summary
Summary for High Ground Investment Management LLP · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ELV | ELEVANCE HEALTH INC | $371.73 | -1.13% | 39.76% | 7.69% | $262.9M | 23.09% | — | HELD |
| 2 | ACGL | ARCH CAPITAL GROUP LTD | $101.97 | -2.47% | 15.48% | 160.02% | $253.6M | 22.27% | — | HELD |
| 3 | AER | AERCAP HOLDINGS NV | $150.52 | 1.27% | 38.23% | 181.47% | $232.2M | 20.40% | — | HELD |
| 4 | HUM | HUMANA INC | $361.93 | -0.95% | 49.92% | -5.25% | $177.9M | 15.63% | — | HELD |
| 5 | TMUS | T-MOBILE US INC | $179.45 | -1.14% | -22.03% | 38.53% | $149.3M | 13.11% | — | HELD |
| 6 | EXP | EAGLE MATERIALS INC | $207.60 | -1.10% | -4.33% | 37.69% | $61.8M | 5.43% | — | HELD |
| 7 | HCC | WARRIOR MET COAL INC | $80.29 | 1.61% | 51.11% | 282.64% | $915K | 0.08% | — | HELD |
Source: SEC EDGAR · accession 0001828180-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.