Filed: 7/15/2025ACC: 0001828180-25-000005
📋 What this filing means
HIGH GROUND INVESTMENT MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $477.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$477.08M
Total AUM (reported)
4.63M
Total Shares
Allocation by class
COM$477.08M100.0%
Portfolio Concentration
Top 3$366.39M76.8%
4–10$110.68M23.2%
Top 3 weight
76.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.63M
Sole
Full voting authority
4.63M
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)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
ARCH CAPITAL GROUP LTD
SOLEShares1.66M
TypeSH
Market value$150.83M
31.61%
Sole
1.66M
Shared
0.00
None
0.00
HUMANA INC
SOLEShares495.38K
TypeSH
Market value$121.11M
25.39%
Sole
495.38K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares242.84K
TypeSH
Market value$94.46M
19.80%
Sole
242.84K
Shared
0.00
None
0.00
REV GROUP INC
SOLEShares1.91M
TypeSH
Market value$90.97M
19.07%
Sole
1.91M
Shared
0.00
None
0.00
WARRIOR MET COAL INC
SOLEShares294.06K
TypeSH
Market value$13.48M
2.82%
Sole
294.06K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares26.16K
TypeSH
Market value$6.23M
1.31%
Sole
26.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARCH CAPITAL GROUP LTDSOLE | COM | 1.66M | SH | $150.83M 31.61% | 1.66M | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 495.38K | SH | $121.11M 25.39% | 495.38K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 242.84K | SH | $94.46M 19.80% | 242.84K | 0.00 | 0.00 |
REV GROUP INCSOLE | COM | 1.91M | SH | $90.97M 19.07% | 1.91M | 0.00 | 0.00 |
WARRIOR MET COAL INCSOLE | COM | 294.06K | SH | $13.48M 2.82% | 294.06K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 26.16K | SH | $6.23M 1.31% | 26.16K | 0.00 | 0.00 |