13F HOLDINGS REPORT
High Ground Investment Management LLP
Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001828180-25-000006
Total Value
$601.9M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARCH CAPITAL GROUP LTD | G0450A105 | 1,714,668 | $155.6M | 25.85% |
| 2 | HUMANA INC | HUM | 503,801 | $131.1M | 21.78% |
| 3 | ELEVANCE HEALTH INC | ELV | 289,232 | $93.5M | 15.53% |
| 4 | AERCAP HOLDINGS NV | AER | 748,519 | $90.6M | 15.05% |
| 5 | REV GROUP INC | 749527107 | 1,305,969 | $74.0M | 12.30% |
| 6 | AIR LEASE CORP | AIIR | 549,201 | $35.0M | 5.81% |
| 7 | WARRIOR MET COAL INC | HCC | 251,884 | $16.0M | 2.66% |
| 8 | T-MOBILE US INC | TMUSZ | 26,164 | $6.3M | 1.04% |