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Size ($ in 1000's)
At 12/31/2023: $202,935
At 09/30/2023: $150,094
High Ground Investment Management LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from High Ground Investment Management LLP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the High Ground Investment Management LLP top holdings by largest position size, as per the latest 13f filing made by High Ground Investment Management LLP.
In the High Ground Investment Management LLP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by High Ground Investment Management LLP in that top holding, then the share count change between reporting periods, and finally the High Ground Investment Management LLP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| HUMANA INC |
160,297 |
+22,080 |
$73,386 | | HUM | 160,297 | +22,080 | $73,386 | | ELEVANCE HEALTH INC |
63,370 |
+500 |
$29,883 | | ELV | 63,370 | +500 | $29,883 | | ARCH CAPITAL GROUP LTD |
308,348 |
+308,348 |
$22,901 | | ACGL | 308,348 | +308,348 | $22,901 | | T MOBILE US INC |
123,280 |
+26,670 |
$19,765 | | TMUS | 123,280 | +26,670 | $19,765 | | TIDEWATER INC |
236,390 |
UNCH |
$17,046 | | TDW | 236,390 | UNCH | $17,046 | | MOODYS CORP |
41,130 |
+4,002 |
$16,064 | | MCO | 41,130 | +4,002 | $16,064 | | TECK RESOURCES LTD CLS B |
256,119 |
+119,706 |
$10,826 | | TECK | 256,119 | +119,706 | $10,826 | | CENTENE CORP DEL |
109,271 |
UNCH |
$8,109 | | CNC | 109,271 | UNCH | $8,109 |
See Full List: All Stocks Held By High Ground Investment Management LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By High Ground Investment Management LLP
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