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High Ground Investment Management LLP

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13F filer, CIK 1828180, LONDON, United Kingdom

High Ground Investment Management LLP reported $322,330,365 across 9 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001828180-25-000003

Period
2024-12-31
Reported value
$322M
Holdings
9
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACGLadded+788,393$72.8M
ELVadded+140,640$51.9M
HUMadded+128,636$32.6M
HIInew+11,847$2.24M
TECKadded+20,000$811K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TMUSreduced-66,407-$14.7M
DOLEreduced-47,488-$643K
HCCreduced-1,701-$92.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001828180-25-000003, largest first. % of portfolio is the value over $322,330,365, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,767 shares; 2024Q4: 424,403 shares 424,403$108M33.41%+128,636Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,071 shares; 2024Q4: 1,108,464 shares 1,108,464$102M31.76%+788,393Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,370 shares; 2024Q4: 209,010 shares 209,010$77.1M23.92%+140,640Timeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,814 shares; 2024Q4: 172,113 shares 172,113$9.34M2.9%-1,701Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,271 shares; 2024Q4: 109,271 shares 109,271$6.62M2.05%0Timeline
DOLEDOLE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,473 shares; 2024Q4: 484,985 shares 484,985$6.57M2.04%-47,488Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,571 shares; 2024Q4: 26,164 shares 26,164$5.78M1.79%-66,407Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,705 shares; 2024Q4: 114,705 shares 114,705$4.65M1.44%+20,000Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,847 shares 11,847$2.24M0.69%newTimeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001828180-25-000003 base2025-02-12acceptance time not in the bulk data set