Ranmore Fund Management Ltd Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Ranmore Fund Management Ltd disclosed 26 stock positions valued at approximately $900.61M as of quarter-end September 30, 2026. The largest holdings include THE CIGNA GROUP, GODADDY INC, and UNIVERSAL HLTH SVCS INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 26
- Portfolio Value
- $900.61M
Holdings by Sector
Ranmore Fund Management Ltd Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| THE CIGNA GROUP | CI | Healthcare | 7.03% | 233,000 | +30,000 | +14.78% | $63,336,390 |
| GODADDY INC | GDDY | Technology | 6.89% | 650,000 | -26,000 | -3.85% | $62,081,500 |
| UNIVERSAL HLTH SVCS INC | UHS | Healthcare | 6.68% | 345,000 | -34,993 | -9.21% | $60,119,700 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 6.15% | 490,000 | +490,000 | +100.00% | $55,399,400 |
| VIPSHOP HLDGS LTD | VIPS | Consumer Cyclical | 5.76% | 4,150,000 | +300,000 | +7.79% | $51,916,500 |
| SALLY BEAUTY HLDGS INC | SBH | Consumer Cyclical | 5.74% | 3,151,000 | +155,146 | +5.18% | $51,739,420 |
| INTUIT | INTU | Technology | 5.51% | 180,000 | +30,000 | +20.00% | $49,627,800 |
| ADOBE INC | ADBE | Technology | 5.33% | 200,000 | +5,000 | +2.56% | $47,988,000 |
| META PLATFORMS INC | META | Communication Services | 5.23% | 65,000 | +5,000 | +8.33% | $47,136,700 |
| BLOCK H & R INC | HRB | Consumer Cyclical | 4.88% | 1,075,773 | -324,227 | -23.16% | $43,945,327 |
| COMCAST CORP NEW | CMCSA | Communication Services | 3.99% | 1,650,000 | -833,669 | -33.57% | $35,904,000 |
| DECKERS OUTDOOR CORP | DECK | Consumer Cyclical | 3.77% | 435,000 | +435,000 | +100.00% | $33,990,900 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 3.62% | 200,000 | +200,000 | +100.00% | $32,582,000 |
| ON HLDG AG | ONON | Consumer Cyclical | 3.58% | 1,090,000 | +1,090,000 | +100.00% | $32,274,900 |
| LENNAR CORP | LEN | Consumer Cyclical | 3.49% | 384,850 | +384,850 | +100.00% | $31,399,912 |
| MATCH GROUP INC NEW | MTCH | Communication Services | 3.12% | 700,007 | -300,000 | -30.00% | $28,105,281 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 3.12% | 360,000 | +60,000 | +20.00% | $28,058,400 |
| SNAP INC | SNAP | Communication Services | 2.88% | 4,800,000 | +800,000 | +20.00% | $25,920,000 |
| DENTSPLY SIRONA INC | XRAY | Healthcare | 2.75% | 2,800,000 | +200,000 | +7.69% | $24,808,000 |
| TIM S A | TIMB | Communication Services | 2.13% | 1,076,433 | +1,076,433 | +100.00% | $19,214,329 |
| KASPI KZ JSC | KSPI | Technology | 2.09% | 200,000 | -420,000 | -67.74% | $18,812,000 |
| MAXIMUS INC | MMS | Industrials | 1.72% | 291,208 | +291,208 | +100.00% | $15,489,354 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 1.61% | 55,000 | -172,558 | -75.83% | $14,484,800 |
| AMDOCS LTD | DOX | Technology | 1.27% | 200,000 | +200,000 | +100.00% | $11,436,000 |
| GRAVITY CO LTD | GRVY | Communication Services | 0.84% | 113,464 | -26,280 | -18.81% | $7,578,261 |
| COMPANIA CERVECERIAS UNIDAS | CCU | Consumer Defensive | 0.81% | 645,061 | +645,061 | +100.00% | $7,256,936 |
Showing 26 of 26 holdings in the latest reporting period.