High Ground Investment Management LLP Activity Q4 2022-Q3 2023

Q3 2023
 Value Shares↓ Weighting
HUM BuyHUMANA INC$67,245,334
+27.7%
138,217
+17.4%
44.80%
+7.9%
ANTM BuyELEVANCE HEALTH INC$27,374,855
+1.2%
62,870
+3.3%
18.24%
-14.5%
TDW BuyTIDEWATER INC$16,800,237
+43.2%
236,390
+11.7%
11.19%
+21.0%
TMUS BuyT-MOBILE US INC$13,530,230
+38.9%
96,610
+37.8%
9.02%
+17.4%
MCO BuyMOODYS CORP$11,738,759
-6.6%
37,128
+2.8%
7.82%
-21.0%
Q2 2023
 Value Shares↓ Weighting
HUM NewHUMANA INC$52,656,711117,76641.51%
ANTM NewELEVANCE HEALTH INC$27,043,93260,87021.32%
MCO NewMOODYS CORP$12,562,42836,1289.90%
TDW NewTIDEWATER INC$11,735,650211,6829.25%
TMUS NewT-MOBILE US INC$9,738,27970,1107.68%
CNC NewCENTENE CORP DEL$7,370,328109,2715.81%
TECK NewTECK RESOURCES LTD-CLS B$5,742,987136,4134.53%

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