Managers / Q2 2025 · view latest →
High Ground Investment Management LLP
CIK 0001828180 · 2 BABMAES STREET, LONDON, X0, SW1Y 6HD · 02037464685
Reported Value
$477M
Q2 2025
Positions
6
Filings on Record
14
2019–present window
Filed
Jul 15, 2025
original filing
Summary
High Ground Investment Management Llp reported $477M in U.S.-listed holdings across 6 positions for Q2 2025.
The portfolio is heavily concentrated: Arch Capital alone accounts for 31.6% of reported value.
Compared with Q1 2025, the fund opened 0 new positions and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 68.4% · $326M
- Other · 31.6% · $151M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $539M | 5 | May 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $687M | 6 | Jan 23, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $602M | 8 | Nov 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $477M | 6 | Jul 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $428M | 9 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $322M | 9 | Feb 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $217M | 8 | Nov 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $256M | 10 | Jul 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $208M | 11 | May 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $203M | 9 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $150M | 7 | Oct 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $127M | 7 | Jul 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $103M | 5 | May 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $105.9B | 5 | Feb 6, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.