Filed: 2/6/2023ACC: 0001828180-23-000003
📋 What this filing means
HIGH GROUND INVESTMENT MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $105.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$105.94M
Total AUM (reported)
385.92K
Total Shares
Allocation by class
COM$105.94M100.0%
Portfolio Concentration
Top 3$88.02M83.1%
4–10$17.91M16.9%
Top 3 weight
83.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 385.92K
Sole
Full voting authority
385.92K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
HUMANA INC
SOLEShares89.14K
TypeSH
Market value$45.65M
43.10%
Sole
89.14K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares55.27K
TypeSH
Market value$28.35M
26.77%
Sole
55.27K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares100.11K
TypeSH
Market value$14.02M
13.23%
Sole
100.11K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares109.27K
TypeSH
Market value$8.96M
8.46%
Sole
109.27K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares32.13K
TypeSH
Market value$8.95M
8.45%
Sole
32.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HUMANA INCSOLE | COM | 89.14K | SH | $45.65M 43.10% | 89.14K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 55.27K | SH | $28.35M 26.77% | 55.27K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 100.11K | SH | $14.02M 13.23% | 100.11K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 109.27K | SH | $8.96M 8.46% | 109.27K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 32.13K | SH | $8.95M 8.45% | 32.13K | 0.00 | 0.00 |