Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

High Ground Investment Management LLP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

High Ground Investment Management LLP (CIK 1828180) reported $1.14B across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ELV ($262.9M, 23.09%), ACGL ($253.6M, 22.27%), AER ($232.2M, 20.40%), HUM ($177.9M, 15.63%), TMUS ($149.3M, 13.11%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ELVELEVANCE HEALTH INC$262.9M23.09%679,904Added
2ACGLARCH CAPITAL GROUP LTD$253.6M22.27%2.6MAdded
3AERAERCAP HOLDINGS NV$232.2M20.40%1.6MAdded
4HUMHUMANA INC$177.9M15.63%447,968Trimmed
5TMUST-MOBILE US INC$149.3M13.11%890,172New
6EXPEAGLE MATERIALS INC$61.8M5.43%274,599New
7HCCWARRIOR MET COAL INC$915,3220.08%11,278Trimmed

Source: SEC Form 13F filings · as of 2026-06-30