HG
High Ground Investment Management LLP 13F Filings Tracker & Latest Positions (Q2 2026)
High Ground Investment Management LLPCIK: 0001828180
Momentum followerQuality / disciplined sizingHigh-turnover trader
Total reported value
$1.1B
Reporting period: 2026-06-30 · Number of holdings: 7
High Ground Investment Management LLP disclosed 7 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.1B and a quarterly turnover rate of 73.9%.
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Personality snowflake
- Concentration
- 75.62
- Portfolio Stability
- 73.93
- Momentum
- 100
- Sector conviction
- 78.4
- Diversification
- 14
- Sizing Uniformity
- 93.86
High Ground Investment Management LLP's disclosed holdings carry a Herfindahl concentration index of 0.189 — mathematically equivalent to about 5 equally-sized positions, close to its 7 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.61), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 17.9 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy TMUS
Trim AER
+31.5% $66.0M
Trim ACGL
+45.6% $81.4M
New buy EXP
Add ELV
+97.6% $162.2M
Trim HCC
-90.4% -$10.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ELV | Elevance Health Inc | Stock-Healthcare | 23.09% | +4.39% | +97.56% | |
| 2 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 22.27% | -9.70% | +45.63% | |
| 3 | AER | AerCap Holdings N.V. | Stock-Industrials | 20.40% | -10.46% | +31.49% | |
| 4 | HUM | Humana Inc | Stock-Healthcare | 15.63% | -0.82% | -12.31% | |
| 5 | TMUS | T-mobile US Inc | Stock-Comm Services | 13.11% | +13.11% | NEW | |
| 6 | EXP | Eagle Materials Inc | Stock-Materials | 5.43% | +5.43% | NEW | |
| 7 | HCC | Warrior Met Coal Inc | Stock-Materials | 0.08% | -1.94% | -90.36% |
Portfolio Performance
Performance for Q3 2026
+11.3%
Performance Last 4 Quarters
+15.2%
- Stdev
- +21.6%
- Beta
- +0.48
- Alpha
- -4.2%
- Max Drawdown
- -25.7%
- Annualized Perf
- +3.3%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +0.39
- Stutzer
- +0.07
- Treynor
- +0.11
- Sterling
- +0.14
- Calmar
- +0.13
- Information Ratio
- -0.67
- Tracking Error
- +21.7%
- Stdev Down
- +14%
- Winning Months %
- +58.3%
- Losing Months %
- +41.7%
- Best 12 Months
- +27.8%
- Worst 12 Months
- -22.5%
- Efficiency Ratio
- +0.06
- Sharpe
- +0.25
- Stdev Sectors
- +11.1%
- Skewness
- +0.03
- Kurtosis
- -0.4
- Upside Potential
- +2.27
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
High Ground Investment Management LLP's most significant position changes for 2026-06-30: New buy: T-mobile US Inc (TMUS); New buy: Eagle Materials Inc (EXP); Add: AerCap Holdings N.V. (AER) — shares +31.49%; Add: Arch Capital Group Ltd. (ACGL) — shares +45.63%; Add: Elevance Health Inc (ELV) — shares +97.56%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TMUS | T-mobile US Inc | +13.1% | NEW | New buy |
| 2 | EXP | Eagle Materials Inc | +5.4% | NEW | New buy |
| 3 | ELV | Elevance Health Inc | +4.4% | +97.56% | Add |
| 4 | HUM | Humana Inc | -0.8% | -12.31% | Trim |
| 5 | HCC | Warrior Met Coal Inc | -1.9% | -90.36% | Trim |
| 6 | ACGL | Arch Capital Group Ltd. | -9.7% | +45.63% | Add |
| 7 | AER | AerCap Holdings N.V. | -10.5% | +31.49% | Add |
Filing History
FAQ
What is High Ground Investment Management LLP and what type of investor is it?
High Ground Investment Management LLP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.1B, spread across 7 disclosed positions.
What are High Ground Investment Management LLP's largest equity positions?
Based on the latest 13F filing, High Ground Investment Management LLP's top holdings by market value are:
1. Elevance Health Inc (ELV) — $262.9M (23.1%)
2. Arch Capital Group Ltd. (ACGL) — $253.6M (22.3%)
3. AerCap Holdings N.V. (AER) — $232.2M (20.4%)
4. Humana Inc (HUM) — $177.9M (15.6%)
5. T-mobile US Inc (TMUS) — $149.3M (13.1%)
What changes did High Ground Investment Management LLP make in its most recent portfolio filing?
In the latest reported quarter, High Ground Investment Management LLP made 7 notable position adjustments: 2 new positions were initiated, 3 existing holdings were added to, 2 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: T-mobile US Inc (TMUS); New buy: Eagle Materials Inc (EXP); Add: AerCap Holdings N.V. (AER) — shares +31.49%; Add: Arch Capital Group Ltd. (ACGL) — shares +45.63%; Add: Elevance Health Inc (ELV) — shares +97.56%
What sectors does High Ground Investment Management LLP focus on?
High Ground Investment Management LLP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 38.7%
• Financials: 22.3%
• Industrials: 20.4%
• Communication Services: 13.1%
• Materials: 5.5%
Investment Profile
High Ground Investment Management LLP returned an annualized 3.3% over the trailing 36 months — underperforming the S&P 500 by 4.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.48 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is concentrated and fast-trading, with 38.7% of the portfolio concentrated in Health Care.
Its turnover score has risen from 0 to 74 over the past 4 quarters — a shift toward more active trading.
It has trimmed its HCC position for two straight quarters, cutting it by $13.0M while still holding $915.3K.
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