13F HOLDINGS REPORT
High Ground Investment Management LLP
Quarter ended Q3 2023 · Filed July 12, 2023 · Accession 0001828180-23-000005
Total Value
$126.9M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 117,766 | $52.7M | 41.51% |
| 2 | ELEVANCE HEALTH INC | ELV | 60,870 | $27.0M | 21.32% |
| 3 | MOODYS CORP | MCO | 36,128 | $12.6M | 9.90% |
| 4 | TIDEWATER INC | TDGMW | 211,682 | $11.7M | 9.25% |
| 5 | T-MOBILE US INC | TMUSZ | 70,110 | $9.7M | 7.68% |
| 6 | CENTENE CORP DEL | CNC | 109,271 | $7.4M | 5.81% |
| 7 | TECK RESOURCES LTD-CLS B | TCKRF | 136,413 | $5.7M | 4.53% |