13F HOLDINGS REPORT
High Ground Investment Management LLP
Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0001828180-25-000005
Total Value
$477.1M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARCH CAPITAL GROUP LTD | G0450A105 | 1,656,517 | $150.8M | 31.61% |
| 2 | HUMANA INC | HUM | 495,383 | $121.1M | 25.39% |
| 3 | ELEVANCE HEALTH INC | ELV | 242,842 | $94.5M | 19.80% |
| 4 | REV GROUP INC | 749527107 | 1,911,593 | $91.0M | 19.07% |
| 5 | WARRIOR MET COAL INC | HCC | 294,059 | $13.5M | 2.82% |
| 6 | T-MOBILE US INC | TMUSZ | 26,164 | $6.2M | 1.31% |