Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ranmore Fund Management Ltd (CIK 2055400) reported $757.0M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($62.7M, 8.29%), CMCSA ($51.2M, 6.76%), CI ($46.7M, 6.17%), UHS ($46.5M, 6.15%), KSPI ($45.9M, 6.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VERSANT MEDIA GROUP INC | $62.7M | 8.29% | 1.7M | New | |
| 2 | CMCSA | COMCAST CORP NEW | $51.2M | 6.76% | 1.8M | Added |
| 3 | CI | THE CIGNA GROUP | $46.7M | 6.17% | 175,000 | New |
| 4 | UHS | UNIVERSAL HLTH SVCS INC | $46.5M | 6.15% | 260,000 | Added |
| 5 | KSPI | KASPI KZ JSC | $45.9M | 6.07% | 620,000 | Added |
| 6 | LKQ | LKQ CORP | $44.5M | 5.88% | 1.5M | Added |
| 7 | HRB | BLOCK H & R INC | $44.4M | 5.87% | 1.4M | Added |
| 8 | WU | WESTERN UN CO | $43.6M | 5.77% | 5.0M | Added |
| 9 | TNL | TRAVEL PLUS LEISURE CO | $40.9M | 5.40% | 590,849 | Hold |
| 10 | MSFT | MICROSOFT CORP | $40.7M | 5.38% | 110,000 | New |
| 11 | FDS | FACTSET RESH SYS INC | $40.4M | 5.33% | 185,991 | New |
| 12 | ELV | ELEVANCE HEALTH INC FORMERLY | $40.0M | 5.28% | 136,600 | Added |
| 13 | TAP | MOLSON COORS BEVERAGE CO | $38.8M | 5.12% | 900,000 | Added |
| 14 | GDDY | GODADDY INC | $35.5M | 4.70% | 430,000 | New |
| 15 | SBH | SALLY BEAUTY HLDGS INC | $33.6M | 4.44% | 2.4M | Added |
| 16 | MTCH | MATCH GROUP INC NEW | $30.7M | 4.06% | 1.0M | New |
| 17 | EXPE | EXPEDIA GROUP INC | $30.0M | 3.97% | 130,000 | Added |
| 18 | ADBE | ADOBE INC | $24.3M | 3.21% | 100,000 | New |
| 19 | GRVY | GRAVITY CO LTD | $8.7M | 1.14% | 139,744 | Hold |
| 20 | DVA | DAVITA INC | $7.7M | 1.02% | 50,000 | New |
| 21 | CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | Exited |
| 22 | KB | KB FINL GROUP INC | $0 | 0.00% | 0 | Exited |
| 23 | MAT | MATTEL INC | $0 | 0.00% | 0 | Exited |
| 24 | PBR/A | PETROLEO BRASILEIRO SA PETRO | $0 | 0.00% | 0 | Exited |
| 25 | QCOM | QUALCOMM INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31