High Ground Investment Management LLP Long-Term Concentrated

Name: High Ground Investment Management LLP Q4 2022 13F Filing | 13F Explorer
Creator: High Ground Investment Management LLP
Published: 2023-02-06

Location: London, United Kingdom

CIK: 0001828180 · Show all filings

Period: Q4 2022 (Next →)

Filing Date: Feb 6, 2023

Total Value: $106M (100.0% shares, 0.0% debt)

Holdings (5)

HUM HUMANA INC 43.1%

Value $45.65M Shares 89,135 Est. Cost $507.93 Unrealized 0.0%

ELV ELEVANCE HEALTH INC 26.8%

Value $28.35M Shares 55,275 Est. Cost $484.45 Unrealized 0.0%

TMUS T-MOBILE US INC 13.2%

Value $14.02M Shares 100,110 Est. Cost $138.81 Unrealized 0.0%

CNC CENTENE CORP DEL 8.5%

Value $8.961M Shares 109,271 Est. Cost $81.68 Unrealized 0.0%

MCO MOODYS CORP 8.4%

Value $8.952M Shares 32,128 Est. Cost $266.40 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HUM	HUMANA INC	89,135	$45.65M	43.1%	$507.93	0.0%	COM	444859102
ELV	ELEVANCE HEALTH INC	55,275	$28.35M	26.8%	$484.45	0.0%	COM	036752103
TMUS	T-MOBILE US INC	100,110	$14.02M	13.2%	$138.81	0.0%	COM	872590104
CNC	CENTENE CORP DEL	109,271	$8.961M	8.5%	$81.68	0.0%	COM	15135B101
MCO	MOODYS CORP	32,128	$8.952M	8.4%	$266.40	0.0%	COM	615369105