High Ground Investment Management LLP 13F Holdings · Q2 2026
High Ground Investment Management LLP reported 7 securities worth $1.14B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ELV (23.09%), ACGL (22.27%), AER (20.40%). Among its top 25 positions this quarter: 2 new, 3 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ELV | ELEVANCE HEALTH INC | $262.9M | 23.09% | 679,904 | Added |
| 2 | ACGL | ARCH CAPITAL GROUP LTD | $253.6M | 22.27% | 2.6M | Added |
| 3 | AER | AERCAP HOLDINGS NV | $232.2M | 20.40% | 1.6M | Added |
| 4 | HUM | HUMANA INC | $177.9M | 15.63% | 447,968 | Trimmed |
| 5 | TMUS | T-MOBILE US INC | $149.3M | 13.11% | 890,172 | New |
| 6 | EXP | EAGLE MATERIALS INC | $61.8M | 5.43% | 274,599 | New |
| 7 | HCC | WARRIOR MET COAL INC | $915,322 | 0.08% | 11,278 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR