Ranmore Fund Management Ltd Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$369.2B

Holdings

14

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (14 positions)

#StockSharesValue% PortfolioType
1
S7VSALLY BEAUTY HLDGS INC
2,200,000$35.8B9.70%
2
MATMATTEL INC
2,100,000$35.3B9.57%
3
PJXPETROLEO BRASILEIRO SA PETRO
2,800,000$33.1B8.96%
4
EXPEEXPEDIA GROUP INC
154,000$32.9B8.92%
5
UHSUNIVERSAL HLTH SVCS INC
154,000$31.5B8.53%
6
ELVELEVANCE HEALTH INC FORMERLY
94,000$30.4B8.23%
7
QCOMQUALCOMM INC
180,000$29.9B8.11%
8
TAPMOLSON COORS BEVERAGE CO
660,000$29.9B8.09%
9
TNLTRAVEL PLUS LEISURE CO
498,000$29.6B8.02%
10
CNCCENTENE CORP DEL
814,000$29.0B7.87%
11
W3UWESTERN UN CO
3,200,000$25.6B6.93%
12
UNHUNITEDHEALTH GROUP INC
35,000$12.1B3.27%
13
KBIAKB FINL GROUP INC
100,000$8.3B2.25%
14
GD8AGRAVITY CO LTD
89,744$5.7B1.56%