13F HOLDINGS REPORT
High Ground Investment Management LLP
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001828180-26-000002
Total Value
$686.8M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARCH CAPITAL GROUP LTD | G0450A105 | 1,812,072 | $173.8M | 25.31% |
| 2 | AERCAP HOLDINGS NV | AER | 1,176,170 | $169.1M | 24.62% |
| 3 | HUMANA INC | HUM | 493,963 | $126.5M | 18.42% |
| 4 | ELEVANCE HEALTH INC | ELV | 326,081 | $114.3M | 16.64% |
| 5 | REV GROUP INC | 749527107 | 1,464,784 | $89.1M | 12.97% |
| 6 | WARRIOR MET COAL INC | HCC | 158,344 | $14.0M | 2.03% |