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HGIM

High Ground Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 29.32%
This Fund
S&P 500
This Quarter Est. Return
+27.48%
1 Year Est. Return
+29.32%
3 Year Est. Return
+25.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.14B
AUM Growth
+$600M
Cap. Flow
+$454M
Cap. Flow %
39.91%
Top 10 Hldgs %
100%
Holding
7
New
2
Increased
3
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
TMUS icon
T-Mobile US
TMUS
+$169M
2
ELV icon
Elevance Health
ELV
+$125M
3
ACGL icon
Arch Capital
ACGL
+$77.2M
4
EXP icon
Eagle Materials
EXP
+$57.4M
5
AER icon
AerCap
AER
+$54.2M

Top Sells

Rank Stock Value
1
HUM icon
Humana
HUM
+$17.9M
2
HCC icon
Warrior Met Coal
HCC
+$9.56M

Sector Composition

Rank Sector Weight
1 Healthcare 38.72%
2 Financials 22.27%
3 Industrials 20.4%
4 Communication Services 13.11%
5 Materials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
1
Elevance Health
ELV
$82.9B
$263M 23.09%
679,904
+335,760
+98% +$125M
ACGL icon
2
Arch Capital
ACGL
$35.6B
$254M 22.27%
2,612,372
+818,515
+46% +$77.2M
AER icon
3
AerCap
AER
$23.4B
$232M 20.4%
1,593,130
+381,557
+31% +$54.2M
HUM icon
4
Humana
HUM
$47.8B
$178M 15.63%
447,968
-62,911
-12% -$17.9M
TMUS icon
5
T-Mobile US
TMUS
$212B
$149M 13.11%
+890,172
New +$169M
EXP icon
6
Eagle Materials
EXP
$6.23B
$61.8M 5.43%
+274,599
New +$57.4M
HCC icon
7
Warrior Met Coal
HCC
$4.17B
$915K 0.08%
11,278
-105,769
-90% -$9.56M

Similar funds

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
HMCP
Hook Mill Capital Partners New York $1.13B AUM 31.32% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return

High Ground Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, High Ground Investment Management held 7 positions worth $1.14B, up 111% from $539M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

High Ground Investment Management deployed $454M of net new capital in Q2 2026, opening 2 new positions and adding to 3 existing holdings. Its largest new stake was T-Mobile US: 890,172 shares worth $149M.

By sector, the portfolio is most concentrated in Healthcare at 39% of assets, up from 35% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Humana, an estimated $17.9M trimmed.

  • High Ground Investment Management's largest Q2 2026 buy was T-Mobile US: 890,172 shares worth $149M.
  • High Ground Investment Management added most to Elevance Health in Q2 2026, an estimated $125M increase.
  • High Ground Investment Management's biggest Q2 2026 reduction was Humana, cutting an estimated $17.9M.
  • High Ground Investment Management's ten largest holdings make up 100% of its $1.14B portfolio in Q2 2026.
  • High Ground Investment Management opened 2 new positions and closed 0 in Q2 2026.
  • High Ground Investment Management's portfolio value rose 111% quarter-over-quarter to $1.14B.

Based on High Ground Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.