High Ground Investment Management LLP
CIK 1828180
13F filing for Q2 2026・No. 2,365
- Holdings
- US$1.14B
- Quarter change
- +US$600.06M
- Entries
- 7
- Net bought (estimate)
- +US$442.44M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 0
- Cut 2
- Added 3
- Corporate actions 0
- Unchanged 0
Largest holdings
7 stocks worth US$1.14B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ELVELEVANCE HEALTH INCCOM | Added | 679,904 | US$262.94M | 23.09% |
| ACGLARCH CAPITAL GROUP LTDCOM | Added | 2,612,372 | US$253.56M | 22.27% |
| AERAERCAP HOLDINGS NVCOM | Added | 1,593,130 | US$232.25M | 20.40% |
| HUMHUMANA INCCOM | Cut | 447,968 | US$177.94M | 15.63% |
| TMUST-MOBILE US INCCOM | New | 890,172 | US$149.31M | 13.11% |
| EXPEAGLE MATERIALS INCCOM | New | 274,599 | US$61.78M | 5.43% |
| HCCWARRIOR MET COAL INCCOM | Cut | 11,278 | US$915.32K | 0.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.