High Ground Investment Management
$539M 13F equity value
6 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ACGL | ARCH CAPITAL GROUP LTD | 1,793,857 | $172M | 32.0% |
| AER | AERCAP HOLDINGS NV | 1,211,573 | $166M | 30.9% |
| ELV | ELEVANCE HEALTH INC | 344,144 | $101M | 18.7% |
| HUM | HUMANA INC | 510,879 | $89M | 16.4% |
| HCC | WARRIOR MET COAL INC | 117,047 | $11M | 2.0% |
| REVG | REV GROUP INC |
Track High Ground Investment Management's 13F portfolio: $539M in reported holdings, 6 positions. Top holdings and quarterly changes on SentiSense.