High Ground Investment Management LLP Long-Term Concentrated

Name: High Ground Investment Management LLP Q1 2026 13F Filing | 13F Explorer
Creator: High Ground Investment Management LLP
Published: 2026-05-06

Location: London, United Kingdom

CIK: 0001828180 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 6, 2026

Total Value: $539M (100.0% shares, 0.0% debt)

Holdings (5)

ACGL ARCH CAPITAL GROUP LTD 32.0%

Value $172M Shares 1,793,857 Est. Cost $92.25 Unrealized +3.9%

AER AERCAP HOLDINGS NV 30.9%

Value $166M Shares 1,211,573 Est. Cost $123.06 Unrealized +18.5%

ELV ELEVANCE HEALTH INC 18.7%

Value $101M Shares 344,144 Est. Cost $398.01 Unrealized -11.7%

HUM HUMANA INC 16.4%

Value $88.58M Shares 510,879 Est. Cost $349.07 Unrealized -36.0%

HCC WARRIOR MET COAL INC 2.0%

Value $10.9M Shares 117,047 Est. Cost $56.99 Unrealized +61.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ACGL	ARCH CAPITAL GROUP LTD	1,793,857	$172M	32.0%	$92.25	+3.9%	COM	G0450A105
AER	AERCAP HOLDINGS NV	1,211,573	$166M	30.9%	$123.06	+18.5%	COM	N00985106
ELV	ELEVANCE HEALTH INC	344,144	$101M	18.7%	$398.01	-11.7%	COM	036752103
HUM	HUMANA INC	510,879	$88.58M	16.4%	$349.07	-36.0%	COM	444859102
HCC	WARRIOR MET COAL INC	117,047	$10.9M	2.0%	$56.99	+61.4%	COM	93627C101