High Ground Investment Management LLP Portfolio Holdings by Sector

High Ground Investment Management LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Healthcare Plans \| Healthcare HUM ELV 2 stocks	$225 Million 37.3% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ACGL 1 stocks	$156 Million 25.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER AL 2 stocks	$126 Million 20.85% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials REVG 1 stocks	$74 Million 12.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Coking Coal \| Basic Materials HCC 1 stocks	$16 Million 2.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS 1 stocks	$6.26 Million 1.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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