Holders — by stockHoldings — by fund
High Ground Investment Management LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001828180
$1.14B
disclosed book value
7
positions
23.1%
largest position share
Positions, as of 2026-06-30
top 7 of 7 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ELVELEVANCE HEALTH INC | 679,904 | $262.9M | 23.1% |
| 2 | ACGLARCH CAPITAL GROUP LTD | 2.6M | $253.6M | 22.3% |
| 3 | AERAERCAP HOLDINGS NV | 1.6M | $232.2M | 20.4% |
| 4 | HUMHUMANA INC | 447,968 | $177.9M | 15.6% |
| 5 | TMUST-MOBILE US INC | 890,172 | $149.3M | 13.1% |
| 6 | EXPEAGLE MATERIALS INC | 274,599 | $61.8M | 5.4% |
| 7 | HCCWARRIOR MET COAL INC | 11,278 | $915,322 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.