Skip to content
Disclosery

High Ground Investment Management LLP

Follow

13F filer, CIK 1828180, LONDON, United Kingdom

High Ground Investment Management LLP reported $477,076,198 across 6 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001828180-25-000005

Period
2025-06-30
Reported value
$477M
Holdings
6
Top 10 weight
100%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACGLadded+329,968$30M
HUMadded+64,885$15.9M
ELVadded+20,812$8.1M
REVGadded+35,382$1.68M
HCCadded+27,278$1.25M

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
DOLEexited-315,073-$4.55M
CNCexited-69,203-$4.2M
HIIexited-11,847-$2.42M

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, Q2 2025

Share positions as resolved from 13F-HR 0001828180-25-000005, largest first. % of portfolio is the value over $477,076,198, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,071 shares; 2024Q4: 1,108,464 shares; 2025Q1: 1,326,549 shares; 2025Q2: 1,656,517 shares 1,656,517$151M31.61%+329,968Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,767 shares; 2024Q4: 424,403 shares; 2025Q1: 430,498 shares; 2025Q2: 495,383 shares 495,383$121M25.39%+64,885Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,370 shares; 2024Q4: 209,010 shares; 2025Q1: 222,030 shares; 2025Q2: 242,842 shares 242,842$94.5M19.8%+20,812Timeline
REVGREV GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,876,211 shares; 2025Q2: 1,911,593 shares 1,911,593$91M19.07%+35,382Timeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,814 shares; 2024Q4: 172,113 shares; 2025Q1: 266,781 shares; 2025Q2: 294,059 shares 294,059$13.5M2.82%+27,278Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,571 shares; 2024Q4: 26,164 shares; 2025Q1: 26,164 shares; 2025Q2: 26,164 shares 26,164$6.23M1.31%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
DOLEDOLE PLC315,073$4.55Mshares
CNCCENTENE CORP DEL69,203$4.2Mshares
HIIHUNTINGTON INGALLS INDS INC11,847$2.42Mshares

How Q2 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 0001828180-25-000005 base2025-07-15acceptance time not in the bulk data set