High Ground Investment Management LLP Long-Term Concentrated

Name: High Ground Investment Management LLP Q2 2026 13F Filing | 13F Explorer
Creator: High Ground Investment Management LLP
Published: 2026-07-20

Location: London, United Kingdom

CIK: 0001828180 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 20, 2026

Total Value: $1.139B (100.0% shares, 0.0% debt)

Holdings (7)

New Positions (2)

TMUS T-MOBILE US INC 13.1%

Value $149M Shares 890,172 Est. Cost $167.73 Unrealized —

EXP EAGLE MATERIALS INC 5.4%

Value $61.78M Shares 274,599 Est. Cost $225.00 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TMUS	T-MOBILE US INC	890,172	$149M	13.1%	$167.73	—	COM	872590104
EXP	EAGLE MATERIALS INC	274,599	$61.78M	5.4%	$225.00	—	COM	26969P108

Increased Positions (3)

ELV ELEVANCE HEALTH INC 23.1%

Value $263M (+161.0%) Shares 679,904 (+97.6%) Est. Cost $392.44 Unrealized —

ACGL ARCH CAPITAL GROUP LTD 22.3%

Value $254M (+47.3%) Shares 2,612,372 (+45.6%) Est. Cost $93.76 Unrealized —

AER AERCAP HOLDINGS NV 20.4%

Value $232M (+39.7%) Shares 1,593,130 (+31.5%) Est. Cost $128.50 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ELV	ELEVANCE HEALTH INC	679,904 (+97.6%)	$263M (+161.0%)	23.1%	$392.44	—	COM	036752103
ACGL	ARCH CAPITAL GROUP LTD	2,612,372 (+45.6%)	$254M (+47.3%)	22.3%	$93.76	—	COM	G0450A105
AER	AERCAP HOLDINGS NV	1,593,130 (+31.5%)	$232M (+39.7%)	20.4%	$128.50	—	COM	N00985106

Decreased Positions (2)

HUM HUMANA INC 15.6%

Value $178M (+100.9%) Shares 447,968 (-12.3%) Est. Cost $349.07 Unrealized —

HCC WARRIOR MET COAL INC 0.1%

Value $915K (-91.6%) Shares 11,278 (-90.4%) Est. Cost $56.99 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HUM	HUMANA INC	447,968 (-12.3%)	$178M (+100.9%)	15.6%	$349.07	—	COM	444859102
HCC	WARRIOR MET COAL INC	11,278 (-90.4%)	$915K (-91.6%)	0.1%	$56.99	—	COM	93627C101