Filed: 11/5/2025ACC: 0001828180-25-000006
📋 What this filing means
HIGH GROUND INVESTMENT MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $601.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$601.93M
Total AUM (reported)
5.39M
Total Shares
Allocation by class
COM$601.93M100.0%
Portfolio Concentration
Top 3$380.10M63.1%
4–10$221.83M36.9%
Top 3 weight
63.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.39M
Sole
Full voting authority
5.39M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
ARCH CAPITAL GROUP LTD
SOLEShares1.71M
TypeSH
Market value$155.57M
25.85%
Sole
1.71M
Shared
0.00
None
0.00
HUMANA INC
SOLEShares503.80K
TypeSH
Market value$131.07M
21.78%
Sole
503.80K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares289.23K
TypeSH
Market value$93.46M
15.53%
Sole
289.23K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares748.52K
TypeSH
Market value$90.57M
15.05%
Sole
748.52K
Shared
0.00
None
0.00
REV GROUP INC
SOLEShares1.31M
TypeSH
Market value$74.01M
12.30%
Sole
1.31M
Shared
0.00
None
0.00
AIR LEASE CORP
SOLEShares549.20K
TypeSH
Market value$34.96M
5.81%
Sole
549.20K
Shared
0.00
None
0.00
WARRIOR MET COAL INC
SOLEShares251.88K
TypeSH
Market value$16.03M
2.66%
Sole
251.88K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares26.16K
TypeSH
Market value$6.26M
1.04%
Sole
26.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARCH CAPITAL GROUP LTDSOLE | COM | 1.71M | SH | $155.57M 25.85% | 1.71M | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 503.80K | SH | $131.07M 21.78% | 503.80K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 289.23K | SH | $93.46M 15.53% | 289.23K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | COM | 748.52K | SH | $90.57M 15.05% | 748.52K | 0.00 | 0.00 |
REV GROUP INCSOLE | COM | 1.31M | SH | $74.01M 12.30% | 1.31M | 0.00 | 0.00 |
AIR LEASE CORPSOLE | COM | 549.20K | SH | $34.96M 5.81% | 549.20K | 0.00 | 0.00 |
WARRIOR MET COAL INCSOLE | COM | 251.88K | SH | $16.03M 2.66% | 251.88K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 26.16K | SH | $6.26M 1.04% | 26.16K | 0.00 | 0.00 |