Portfolio (Quarterly) Guide ↗

High Ground Investment Management LLP

· CIK 0001828180

13F Portfolio $538.6B AUM 5 positions Filed May 6, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 Added 2 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	REV GROUP INC	—	1,464,784	$89.1M	12.97%	SOLD

Sector Allocation

Healthcare 35.2%

Financial Services 32.0%

Industrials 30.9%

Energy 2.0%