Ranmore Fund Management Ltd — 13F holdings

Ranmore Fund Management Ltd reported 26 holdings worth $901M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. CI THE CIGNA GROUP — $63.3M (7.0%)
2. GDDY GODADDY INC — $62.1M (6.9%)
3. UHS UNIVERSAL HLTH SVCS INC — $60.1M (6.7%)
4. STZ CONSTELLATION BRANDS INC — $55.4M (6.2%)
5. VIPS VIPSHOP HLDGS LTD — $51.9M (5.8%)
6. SBH SALLY BEAUTY HLDGS INC — $51.7M (5.7%)
7. INTU INTUIT — $49.6M (5.5%)
8. ADBE ADOBE INC — $48.0M (5.3%)
9. META META PLATFORMS INC — $47.1M (5.2%)
10. HRB BLOCK H & R INC — $43.9M (4.9%)