High Ground Investment Management LLP
- SEC CIK
- 0001828180
- Latest filing
- Jul 20, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 20, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 7
- +2 vs. Q1 2026
- Portfolio value
- $1.14B
- +$600.1M (+111.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ELVElevance Health, Inc. | Stock | 679,904 | $262.9M | 23.1% | +335,760+97.6% | Added | History |
| ACGLArch Capital Group Ltd. | Stock | 2,612,372 | $253.6M | 22.3% | +818,515+45.6% | Added | History |
| AERAerCap Holdings N.V. | SHS | 1,593,130 | $232.2M | 20.4% | +381,557+31.5% | Added | History |
| HUMHumana Inc | Stock | 447,968 | $177.9M | 15.6% | −62,911−12.3% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 890,172 | $149.3M | 13.1% | +890,172 | New | History |
| EXPEagle Materials Inc | COM | 274,599 | $61.8M | 5.4% | +274,599 | New | History |
| HCCWarrior Met Coal, Inc. | COM | 11,278 | $915.3K | 0.1% | −105,769−90.4% | Reduced | History |