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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 $601,932,116 across 8 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-05.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001828180-25-000006

Period
2025-09-30
Reported value
$602M
Holdings
8
Top 10 weight
100%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AERnew+748,519$90.6M
ALnew+549,201$35M
ELVadded+46,390$15M
ACGLadded+58,151$5.28M
HUMadded+8,418$2.19M

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
REVGreduced-605,624-$34.3M
HCCreduced-42,175-$2.68M

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, Q3 2025

Share positions as resolved from 13F-HR 0001828180-25-000006, largest first. % of portfolio is the value over $601,932,116, 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; 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; 2025Q3: 1,714,668 shares 1,714,668$156M25.85%+58,151Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,767 shares; 2024Q4: 424,403 shares; 2025Q1: 430,498 shares; 2025Q2: 495,383 shares; 2025Q3: 503,801 shares 503,801$131M21.78%+8,418Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,370 shares; 2024Q4: 209,010 shares; 2025Q1: 222,030 shares; 2025Q2: 242,842 shares; 2025Q3: 289,232 shares 289,232$93.5M15.53%+46,390Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 748,519 shares 748,519$90.6M15.05%newTimeline
REVGREV GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,876,211 shares; 2025Q2: 1,911,593 shares; 2025Q3: 1,305,969 shares 1,305,969$74M12.3%-605,624Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 549,201 shares 549,201$35M5.81%newTimeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,814 shares; 2024Q4: 172,113 shares; 2025Q1: 266,781 shares; 2025Q2: 294,059 shares; 2025Q3: 251,884 shares 251,884$16M2.66%-42,175Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,571 shares; 2024Q4: 26,164 shares; 2025Q1: 26,164 shares; 2025Q2: 26,164 shares; 2025Q3: 26,164 shares 26,164$6.26M1.04%0Timeline

How Q3 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 0001828180-25-000006 base2025-11-05acceptance time not in the bulk data set