High Ground Investment Management LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AERCAP HOLDINGS NV(AER) | 0 | 748,519 | +748,519 | 0 | 90,570,799 | 15.05% | +90,570,799 |
| AIR LEASE CORP | 0 | 549,201 | +549,201 | 0 | 34,956,643 | 5.81% | +34,956,643 |
| HUMANA INC(HUM) | 495,383 | 503,801 | +8,418 | 121,111,235 | 131,073,906 | 21.78% | +9,962,671 |
| ARCH CAPITAL GROUP LTD | 1,656,517 | 1,714,668 | +58,151 | 150,825,872 | 155,571,827 | 25.85% | +4,745,955 |
| WARRIOR MET COAL INC(HCC) | 294,059 | 251,884 | -42,175 | 13,476,723 | 16,029,897 | 2.66% | +2,553,174 |
| T-MOBILE US INC(TMUS) | 26,164 | 26,164 | 0 | 6,233,834 | 6,263,138 | 1.04% | +29,304 |
| ELEVANCE HEALTH INC(ELV) | 242,842 | 289,232 | +46,390 | 94,455,824 | 93,456,643 | 15.53% | -999,181 |
| REV GROUP INC | 1,911,593 | 1,305,969 | -605,624 | 90,972,710 | 74,009,263 | 12.30% | -16,963,447 |