High Ground Investment Management LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARCH CAPITAL GROUP LTD ORD | 1,812,072 | 1,793,857 | -18,215 | 173,813,946 | 172,192,333 | 31.97% | -1,621,613 |
| AERCAP HOLDINGS NV(AER) | 1,176,170 | 1,211,573 | +35,403 | 169,086,199 | 166,203,584 | 30.86% | -2,882,615 |
| WARRIOR MET COAL INC(HCC) | 158,344 | 117,047 | -41,297 | 13,961,190 | 10,902,928 | 2.02% | -3,058,262 |
| ELEVANCE HEALTH INC(ELV) | 326,081 | 344,144 | +18,063 | 114,307,694 | 100,748,156 | 18.70% | -13,559,538 |
| HUMANA INC(HUM) | 493,963 | 510,879 | +16,916 | 126,518,743 | 88,581,309 | 16.45% | -37,937,434 |
| REV GROUP INC | 1,464,784 | 0 | -1,464,784 | 89,073,515 | 0 | — | -89,073,515 |