13F HOLDINGS REPORT
High Ground Investment Management LLP
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001828180-25-000003
Total Value
$322.3M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 424,403 | $107.7M | 33.41% |
| 2 | ARCH CAPITAL GROUP LTD | G0450A105 | 1,108,464 | $102.4M | 31.76% |
| 3 | ELEVANCE HEALTH INC | ELV | 209,010 | $77.1M | 23.92% |
| 4 | WARRIOR MET COAL INC | HCC | 172,113 | $9.3M | 2.90% |
| 5 | CENTENE CORP DEL | CNC | 109,271 | $6.6M | 2.05% |
| 6 | DOLE PLC | DOLE | 484,985 | $6.6M | 2.04% |
| 7 | T-MOBILE US INC | TMUSZ | 26,164 | $5.8M | 1.79% |
| 8 | TECK RESOURCES LTD-CLS B | TCKRF | 114,705 | $4.6M | 1.44% |
| 9 | HUNTINGTON INGALLS INDUSTRIE | 446413106 | 11,847 | $2.2M | 0.69% |