Ranmore Fund Management Ltd Portfolio Stock Holdings
Ranmore Fund Management Ltd disclosed 20 stock positions valued at approximately $757.0 million in its latest SEC 13F filing. The largest holdings include COMCAST CORP NEW, THE CIGNA GROUP, and UNIVERSAL HLTH SVCS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 20
- Portfolio Value
- $757.0M
Holdings by Sector
Ranmore Fund Management Ltd Portfolio Holdings in Q1 2026
19 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW | CMCSA | Communication Services | 6.76% | 1,783,669 | +160,000 | +9.85% | $51,209,137 |
| THE CIGNA GROUP | CI | Healthcare | 6.17% | 175,000 | +175,000 | +100.00% | $46,681,250 |
| UNIVERSAL HLTH SVCS INC | UHS | Healthcare | 6.15% | 260,000 | +58,000 | +28.71% | $46,532,200 |
| KASPI KZ JSC | KSPI | Technology | 6.07% | 620,000 | +167,442 | +37.00% | $45,923,400 |
| LKQ CORP | LKQ | Consumer Cyclical | 5.88% | 1,516,724 | +196,724 | +14.90% | $44,546,184 |
| BLOCK H & R INC | HRB | Consumer Cyclical | 5.87% | 1,400,000 | +452,000 | +47.68% | $44,436,000 |
| WESTERN UN CO | WU | Financial Services | 5.77% | 5,000,000 | +800,000 | +19.05% | $43,650,000 |
| TRAVEL PLUS LEISURE CO | TNL | Consumer Cyclical | 5.40% | 590,849 | - | - | $40,880,842 |
| MICROSOFT CORP | MSFT | Technology | 5.38% | 110,000 | +110,000 | +100.00% | $40,718,700 |
| FACTSET RESH SYS INC | FDS | Financial Services | 5.33% | 185,991 | +185,991 | +100.00% | $40,358,187 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 5.28% | 136,600 | +23,600 | +20.88% | $39,989,650 |
| MOLSON COORS BEVERAGE CO | TAP | Consumer Defensive | 5.12% | 900,000 | +74,000 | +8.96% | $38,754,000 |
| GODADDY INC | GDDY | Technology | 4.70% | 430,000 | +430,000 | +100.00% | $35,548,100 |
| SALLY BEAUTY HLDGS INC | SBH | Consumer Cyclical | 4.44% | 2,427,587 | +12,920 | +0.54% | $33,622,080 |
| MATCH GROUP INC NEW | MTCH | Communication Services | 4.06% | 1,000,007 | +1,000,007 | +100.00% | $30,710,215 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 3.97% | 130,000 | +80,000 | +160.00% | $30,015,700 |
| ADOBE INC | ADBE | Technology | 3.21% | 100,000 | +100,000 | +100.00% | $24,308,000 |
| GRAVITY CO LTD | GRVY | Communication Services | 1.14% | 139,744 | - | - | $8,658,538 |
| DAVITA INC | DVA | Healthcare | 1.02% | 50,000 | +50,000 | +100.00% | $7,684,500 |