13F HOLDINGS REPORT
High Ground Investment Management LLP
Quarter ended Q3 2024 · Filed November 5, 2024 · Accession 0001828180-24-000006
Total Value
$217.1M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 295,767 | $93.7M | 43.15% |
| 2 | ARCH CAPITAL GROUP LTD | G0450A105 | 320,071 | $35.8M | 16.49% |
| 3 | ELEVANCE HEALTH INC | ELV | 68,370 | $35.6M | 16.38% |
| 4 | T-MOBILE US INC | TMUSZ | 92,571 | $19.1M | 8.80% |
| 5 | WARRIOR MET COAL INC | HCC | 173,814 | $11.1M | 5.12% |
| 6 | DOLE PLC | DOLE | 532,473 | $8.7M | 4.00% |
| 7 | CENTENE CORP DEL | CNC | 109,271 | $8.2M | 3.79% |
| 8 | TECK RESOURCES LTD-CLS B | TCKRF | 94,705 | $4.9M | 2.28% |