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Investment manager · 13F filer · SEC CIK 1828180
High Ground Investment Management LLP
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Reported value$1.3Bas of Sep 30, 2026
Positions7 1 new, 1 sold out
Top 10 weight100.0%ELV alone is 20%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 7 stocks.
ELVElevance Health, Inc.
19.9%Trimmed −2%
ACGLArch Capital Group Ltd.
19.5%Added +5%
AERAerCap Holdings N.V.
19.4%Added +10%
TMUST-Mobile US, Inc.
15.1%Added +35%
CRHCRH Public Ltd Co
12.8%New
HUMHumana Inc
7.3%Trimmed −45%
EXPEagle Materials Inc
5.9%Added +64%
ELVElevance Health, Inc.
19.9%Trimmed −2%
ACGLArch Capital Group Ltd.
19.5%Added +5%
AERAerCap Holdings N.V.
19.4%Added +10%
TMUST-Mobile US, Inc.
15.1%Added +35%
CRHCRH Public Ltd Co
12.8%New
HUM7.3%EXP5.9%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed
Biggest moves since Jun 30, 2026
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