High Ground Investment Management LLP — 13F holdings

High Ground Investment Management LLP reported 7 holdings worth $1.14B in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

1. ELV ELEVANCE HEALTH INC — $263M (23.1%)
2. ACGL ARCH CAP GROUP LTD — $254M (22.3%)
3. AER AERCAP HOLDINGS NV — $232M (20.4%)
4. HUM Humana Inc — $178M (15.6%)
5. TMUS T-MOBILE US INC — $149M (13.1%)
6. EXP EAGLE MATLS INC — $61.8M (5.4%)
7. HCC WARRIOR MET COAL INC — $915K (0.1%)