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Name: |
High Ground Investment Management LLP |
City: |
LONDON |
State: |
X0 |
Zip: |
SW1Y 6HD |
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Holdings
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10 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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ACGL |
Arch Capital Group Ltd |
1 |
- |
$87.84 |
$127,587,000 |
1,326,549 |
29.79% |
25,220,000 |
218,085 |
0.327 |
Property & Casualty I... |
|
HUM |
Humana Inc |
2 |
- |
$230.67 |
$113,910,000 |
430,498 |
26.6% |
6,235,000 |
6,095 |
0.325 |
Health Care Plans |
|
ANTM |
Anthem Inc |
3 |
- |
$340.67 |
$96,574,000 |
222,030 |
22.55% |
19,470,000 |
13,020 |
0.088 |
N/A |
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REVG |
Rev Group, Inc. |
4 |
New |
$48.49 |
$59,288,000 |
1,876,211 |
13.84% |
59,288,000 |
1,876,211 |
2.956 |
N/A |
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HCC |
Warrior Met Coal Inc |
5 |
- |
$52.97 |
$12,731,000 |
266,781 |
2.97% |
3,396,000 |
94,668 |
0.485 |
N/A |
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TMUS |
T-Mobile Us Inc |
6 |
- |
$227.76 |
$6,978,000 |
26,164 |
1.63% |
1,203,000 |
0 |
0.002 |
Wireless Communications |
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DOLE |
Dole Ord Shs |
7 |
- |
$14.09 |
$4,553,000 |
315,073 |
1.06% |
-2,014,000 |
-169,912 |
0.338 |
N/A |
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CNC |
Centene Corp |
8 |
- |
$31.44 |
$4,201,000 |
69,203 |
0.98% |
-2,419,000 |
-40,068 |
0.012 |
Health Care Plans |
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HII |
Huntington Ingalls Industri... |
9 |
- |
$258.18 |
$2,417,000 |
11,847 |
0.56% |
178,000 |
0 |
0.029 |
Aerospace/Defense Pro... |
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TCK |
Teck Resources Ltd |
10 |
Closed |
$38.31 |
$0 |
0 |
0% |
-4,649,000 |
-114,705 |
0 |
Industrial Metals & M... |
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