13F HOLDINGS REPORT
High Ground Investment Management LLP
Quarter ended Q2 2024 · Filed July 22, 2024 · Accession 0001828180-24-000005
Total Value
$256.5M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 319,981 | $119.6M | 46.62% |
| 2 | ELEVANCE HEALTH INC | ELV | 68,370 | $37.0M | 14.44% |
| 3 | ARCH CAPITAL GROUP LTD | G0450A105 | 358,071 | $36.1M | 14.09% |
| 4 | T-MOBILE US INC | TMUSZ | 159,408 | $28.1M | 10.95% |
| 5 | DOLE PLC | DOLE | 986,300 | $12.1M | 4.71% |
| 6 | CENTENE CORP DEL | CNC | 109,271 | $7.2M | 2.82% |
| 7 | WARRIOR MET COAL INC | HCC | 108,408 | $6.8M | 2.65% |
| 8 | TECK RESOURCES LTD-CLS B | TCKRF | 119,443 | $5.7M | 2.23% |
| 9 | MOODYS CORP | MCO | 4,647 | $2.0M | 0.76% |
| 10 | EAGLE MATERIALS INC | 26969P108 | 8,546 | $1.9M | 0.72% |