Filed: 5/6/2026ACC: 0001828180-26-000003
📋 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 $538.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$538.63M
Total AUM (reported)
3.98M
Total Shares
Allocation by class
COM$538.63M100.0%
Portfolio Concentration
Top 3$439.14M81.5%
4–10$99.48M18.5%
Top 3 weight
81.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.98M
Sole
Full voting authority
3.98M
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:
ARCH CAPITAL GROUP LTD
SOLEShares1.79M
TypeSH
Market value$172.19M
31.97%
Sole
1.79M
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares1.21M
TypeSH
Market value$166.20M
30.86%
Sole
1.21M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares344.14K
TypeSH
Market value$100.75M
18.70%
Sole
344.14K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares510.88K
TypeSH
Market value$88.58M
16.45%
Sole
510.88K
Shared
0.00
None
0.00
WARRIOR MET COAL INC
SOLEShares117.05K
TypeSH
Market value$10.90M
2.02%
Sole
117.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARCH CAPITAL GROUP LTDSOLE | COM | 1.79M | SH | $172.19M 31.97% | 1.79M | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | COM | 1.21M | SH | $166.20M 30.86% | 1.21M | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 344.14K | SH | $100.75M 18.70% | 344.14K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 510.88K | SH | $88.58M 16.45% | 510.88K | 0.00 | 0.00 |
WARRIOR MET COAL INCSOLE | COM | 117.05K | SH | $10.90M 2.02% | 117.05K | 0.00 | 0.00 |