13F HOLDINGS REPORT
High Ground Investment Management LLP
Quarter ended Q1 2025 · Filed May 8, 2025 · Accession 0001828180-25-000004
Total Value
$428.2M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARCH CAPITAL GROUP LTD | G0450A105 | 1,326,549 | $127.6M | 29.79% |
| 2 | HUMANA INC | HUM | 430,498 | $113.9M | 26.60% |
| 3 | ELEVANCE HEALTH INC | ELV | 222,030 | $96.6M | 22.55% |
| 4 | REV GROUP INC | 749527107 | 1,876,211 | $59.3M | 13.84% |
| 5 | WARRIOR MET COAL INC | HCC | 266,781 | $12.7M | 2.97% |
| 6 | T-MOBILE US INC | TMUSZ | 26,164 | $7.0M | 1.63% |
| 7 | DOLE PLC | DOLE | 315,073 | $4.6M | 1.06% |
| 8 | CENTENE CORP DEL | CNC | 69,203 | $4.2M | 0.98% |
| 9 | HUNTINGTON INGALLS INDUSTRIE | 446413106 | 11,847 | $2.4M | 0.56% |