13F HOLDINGS REPORT
High Ground Investment Management LLP
Quarter ended Q2 2023 · Filed May 10, 2023 · Accession 0001828180-23-000004
Total Value
$102.7M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 95,938 | $46.6M | 45.34% |
| 2 | ELEVANCE HEALTH INC | ELV | 58,275 | $26.8M | 26.09% |
| 3 | MOODYS CORP | MCO | 40,128 | $12.3M | 11.96% |
| 4 | T-MOBILE US INC | TMUSZ | 70,110 | $10.2M | 9.89% |
| 5 | CENTENE CORP DEL | CNC | 109,271 | $6.9M | 6.72% |