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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 $538,628,310 across 5 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001828180-26-000003

Period
2026-03-31
Reported value
$539M
Holdings
5
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ELVadded+18,063$5.29M
AERadded+35,403$4.86M
HUMadded+16,916$2.93M

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
REVGexited-1,464,784-$89.1M
HCCreduced-41,297-$3.85M
ACGLreduced-18,215-$1.75M

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 2026

Share positions as resolved from 13F-HR 0001828180-26-000003, largest first. % of portfolio is the value over $538,628,310, 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; 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; 2025Q4: 1,812,072 shares; 2026Q1: 1,793,857 shares 1,793,857$172M31.97%-18,215Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 748,519 shares; 2025Q4: 1,176,170 shares; 2026Q1: 1,211,573 shares 1,211,573$166M30.86%+35,403Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,370 shares; 2024Q4: 209,010 shares; 2025Q1: 222,030 shares; 2025Q2: 242,842 shares; 2025Q3: 289,232 shares; 2025Q4: 326,081 shares; 2026Q1: 344,144 shares 344,144$101M18.7%+18,063Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,767 shares; 2024Q4: 424,403 shares; 2025Q1: 430,498 shares; 2025Q2: 495,383 shares; 2025Q3: 503,801 shares; 2025Q4: 493,963 shares; 2026Q1: 510,879 shares 510,879$88.6M16.45%+16,916Timeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,814 shares; 2024Q4: 172,113 shares; 2025Q1: 266,781 shares; 2025Q2: 294,059 shares; 2025Q3: 251,884 shares; 2025Q4: 158,344 shares; 2026Q1: 117,047 shares 117,047$10.9M2.02%-41,297Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
REVGREV GROUP INC1,464,784$89.1Mshares

How Q1 2026 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 0001828180-26-000003 base2026-05-06acceptance time not in the bulk data set