13F HOLDINGS REPORT
High Ground Investment Management LLP
Quarter ended Q1 2023 · Filed February 6, 2023 · Accession 0001828180-23-000003
Total Value
$105.9M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 89,135 | $45.7M | 43.10% |
| 2 | ELEVANCE HEALTH INC | ELV | 55,275 | $28.4M | 26.77% |
| 3 | T-MOBILE US INC | TMUSZ | 100,110 | $14.0M | 13.23% |
| 4 | CENTENE CORP DEL | CNC | 109,271 | $9.0M | 8.46% |
| 5 | MOODYS CORP | MCO | 32,128 | $9.0M | 8.45% |