13F HOLDINGS REPORT
High Ground Investment Management LLP
Quarter ended Q4 2023 · Filed October 30, 2023 · Accession 0001828180-23-000006
Total Value
$150.1M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 138,217 | $67.2M | 44.80% |
| 2 | ELEVANCE HEALTH INC | ELV | 62,870 | $27.4M | 18.24% |
| 3 | TIDEWATER INC | TDGMW | 236,390 | $16.8M | 11.19% |
| 4 | T-MOBILE US INC | TMUSZ | 96,610 | $13.5M | 9.01% |
| 5 | MOODYS CORP | MCO | 37,128 | $11.7M | 7.82% |
| 6 | CENTENE CORP DEL | CNC | 109,271 | $7.5M | 5.01% |
| 7 | TECK RESOURCES LTD-CLS B | TCKRF | 136,413 | $5.9M | 3.92% |