High Ground Investment Management
Latest statistics and disclosures from High Ground Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ACGL, HUM, ELV, REVG, HCC, and represent 95.76% of High Ground Investment Management's stock portfolio.
- Added to shares of these 5 stocks: REVG (+$59M), ACGL (+$21M), ELV (+$5.7M), HCC, HUM.
- Started 1 new stock position in REVG.
- Reduced shares in these 3 stocks: TECK, DOLE, CNC.
- Sold out of its position in TECK.
- High Ground Investment Management was a net buyer of stock by $83M.
- High Ground Investment Management has $428M in assets under management (AUM), dropping by 32.86%.
- Central Index Key (CIK): 0001828180
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Portfolio Holdings for High Ground Investment Management
High Ground Investment Management holds 9 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Arch Capital Group (ACGL) | 29.8 | $128M | +19% | 1.3M | 96.18 |
|
Humana (HUM) | 26.6 | $114M | 431k | 264.60 |
|
|
Anthem (ELV) | 22.6 | $97M | +6% | 222k | 434.96 |
|
Rev (REVG) | 13.8 | $59M | NEW | 1.9M | 31.60 |
|
Warrior Met Coal (HCC) | 3.0 | $13M | +55% | 267k | 47.72 |
|
Metropcs Communications (TMUS) | 1.6 | $7.0M | 26k | 266.71 |
|
|
Dole (DOLE) | 1.1 | $4.6M | -35% | 315k | 14.45 |
|
Centene Corporation (CNC) | 1.0 | $4.2M | -36% | 69k | 60.71 |
|
Huntington Ingalls Inds (HII) | 0.6 | $2.4M | 12k | 204.04 |
|
Past Filings by High Ground Investment Management
SEC 13F filings are viewable for High Ground Investment Management going back to 2022
- High Ground Investment Management 2025 Q1 filed May 8, 2025
- High Ground Investment Management 2024 Q4 filed Feb. 12, 2025
- High Ground Investment Management 2024 Q3 filed Nov. 5, 2024
- High Ground Investment Management 2024 Q2 filed July 22, 2024
- High Ground Investment Management 2024 Q1 filed May 9, 2024
- High Ground Investment Management 2023 Q4 filed Feb. 12, 2024
- High Ground Investment Management 2023 Q3 filed Oct. 30, 2023
- High Ground Investment Management 2023 Q2 filed July 12, 2023
- High Ground Investment Management 2023 Q1 filed May 10, 2023
- High Ground Investment Management 2022 Q4 filed Feb. 6, 2023