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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 $428,240,055 across 9 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-08.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001828180-25-000004

Period
2025-03-31
Reported value
$428M
Holdings
9
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
REVGnew+1,876,211$59.3M
ACGLadded+218,085$21M
ELVadded+13,020$5.66M
HCCadded+94,668$4.52M
HUMadded+6,095$1.61M

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
TECKexited-114,705-$4.65M
DOLEreduced-169,912-$2.46M
CNCreduced-40,068-$2.43M

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, Q1 2025

Share positions as resolved from 13F-HR 0001828180-25-000004, largest first. % of portfolio is the value over $428,240,055, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,071 shares; 2024Q4: 1,108,464 shares; 2025Q1: 1,326,549 shares 1,326,549$128M29.79%+218,085Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,767 shares; 2024Q4: 424,403 shares; 2025Q1: 430,498 shares 430,498$114M26.6%+6,095Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,370 shares; 2024Q4: 209,010 shares; 2025Q1: 222,030 shares 222,030$96.6M22.55%+13,020Timeline
REVGREV GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,876,211 shares 1,876,211$59.3M13.84%newTimeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,814 shares; 2024Q4: 172,113 shares; 2025Q1: 266,781 shares 266,781$12.7M2.97%+94,668Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,571 shares; 2024Q4: 26,164 shares; 2025Q1: 26,164 shares 26,164$6.98M1.63%0Timeline
DOLEDOLE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,473 shares; 2024Q4: 484,985 shares; 2025Q1: 315,073 shares 315,073$4.55M1.06%-169,912Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,271 shares; 2024Q4: 109,271 shares; 2025Q1: 69,203 shares 69,203$4.2M0.98%-40,068Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,847 shares; 2025Q1: 11,847 shares 11,847$2.42M0.56%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TECKTECK RESOURCES LTD114,705$4.65Mshares

How Q1 2025 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 0001828180-25-000004 base2025-05-08acceptance time not in the bulk data set