Investor Details
| Filer Name: | HIGH GROUND INVESTMENT MANAGEMENT LLP |
|---|---|
| CIK: | 1828180 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-12 |
| Number of Holdings: | 9 |
| Portfolio Value: | $0.32B |
High Ground Investment Management Llp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| HUM | US | HUMANA INC | 424,403 | $108M | 33.41% | 43.5% | - |
| ACGL | US | ARCH CAPITAL GROUP LTD | 1,108,464 | $102M | 31.76% | 246.3% | - |
| ELV | US | ELEVANCE HEALTH INC | 209,010 | $77M | 23.92% | 205.7% | - |
| HCC | US | WARRIOR MET COAL INC | 172,113 | $9M | 2.90% | -1.0% | - |
| CNC | US | CENTENE CORP | 109,271 | $7M | 2.05% | - | - |
| DOLE | US | DOLE PLC | 484,985 | $7M | 2.04% | -8.9% | - |
| TMUS | US | T-MOBILE US INC | 26,164 | $6M | 1.79% | -71.7% | - |
| TECK | US | TECK RESOURCES LTD-CLS B | 114,705 | $5M | 1.44% | 21.1% | - |
| HII | US | HUNTINGTON INGALLS INDUSTRIE | 11,847 | $2M | 0.69% | 100.0% | - |