Vault-13

High Ground Investment Management LLP

LONDON, X0 · CIK 1828180 · 13F filing filed 2026-07-20

Exempt reporting adviser since 2025 · limited liability partnership

As an employer

In the UK

CompanyTownStaffPay gap reportFCA register
HIGH GROUND INVESTMENT MANAGEMENT LLP Limited Liability Partnership · accounts to 2025-03-31FCA: Authorised · manages investments, manages AIFs, advises, deals London 1 Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$1.1bn reported value +111.4% vs Q1 2026
7positions
100.0%in top 10
2 new 3 added 2 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ELEVANCE HEALTH INC COM ELV ELV 679,904 $262.9m23.09% 23.09% AddedShares held: Q3 2025 289.2k, Q4 2025 326.1k, Q1 2026 344.1k, Q2 2026 679.9k +335.8k +335,760 97.6%
2 ARCH CAP GROUP LTD ORD ACGL ACGL 2,612,372 $253.6m22.27% 22.27% AddedShares held: Q3 2025 1.7m, Q4 2025 1.8m, Q1 2026 1.8m, Q2 2026 2.6m +818.5k +818,515 45.6%
3 AERCAP HOLDINGS NV SHS AER AER 1,593,130 $232.2m20.40% 20.40% AddedShares held: Q3 2025 748.5k, Q4 2025 1.2m, Q1 2026 1.2m, Q2 2026 1.6m +381.6k +381,557 31.5%
4 HUMANA INC COM HUM HUM 447,968 $177.9m15.63% 15.63% ReducedShares held: Q3 2025 503.8k, Q4 2025 494.0k, Q1 2026 510.9k, Q2 2026 448.0k -62.9k -62,911 -12.3%
5 T-MOBILE US INC COM TMUS TMUS 890,172 $149.3m13.11% 13.11% NewShares held: Q3 2025 26.2k, Q4 2025 0, Q1 2026 0, Q2 2026 890.2k
6 EAGLE MATLS INC COM EXP EXP 274,599 $61.8m5.43% 5.43% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 274.6k
7 WARRIOR MET COAL INC COM HCC HCC 11,278 $915.3k0.08% 0.08% ReducedShares held: Q3 2025 251.9k, Q4 2025 158.3k, Q1 2026 117.0k, Q2 2026 11.3k -105.8k -105,769 -90.4%