Institutions / High Ground Investment Management LLP
High Ground Investment Management LLP
CIK 1828180 · Institution · as of Dec 31, 2025
Portfolio value
$686.76M
Positions
6
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Arch Capital Group Ltd. | $173.81M | 25.3% |
| AerCap Holdings N.V. | $169.09M | 24.6% |
| Humana Inc | $126.52M | 18.4% |
| Elevance Health Inc | $114.31M | 16.6% |
| Rev Group Inc | $89.07M | 13.0% |
| Warrior Met Coal, Inc. | $13.96M | 2.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.