High Ground Investment Management LLP Q1 2025 Filing

Filed May 8, 2025

Portfolio Value

$428.2M

Holdings

9

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (9 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	ACGLARCH CAPITAL GROUP LTD	1,326,549	$127.6M	29.79%
2	HUMHUMANA INC	430,498	$113.9M	26.60%
3	ELVELEVANCE HEALTH INC	222,030	$96.6M	22.55%
4	1RGREV GROUP INC	1,876,211	$59.3M	13.84%
5	HCCWARRIOR MET COAL INC	266,781	$12.7M	2.97%
6	TMUST-MOBILE US INC	26,164	$7.0M	1.63%
7	DOLEDOLE PLC	315,073	$4.6M	1.06%
8	CNCCENTENE CORP DEL	69,203	$4.2M	0.98%
9	HIIHUNTINGTON INGALLS INDUSTRIE	11,847	$2.4M	0.56%