EdgeMarket › What Ranmore Fund Management Ltd reported owning
What Ranmore Fund Management Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
757.0MPositions
20Quarter
2026-03-31Shown below
20largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VSNT Versant Media Group, Inc. | 62.7M | 8.3% | 1.7M | 38.75 | — |
| CMCSA COMCAST CORP | 51.2M | 6.8% | 1.8M | 26.85 | -19.3% |
| CI Cigna Group | 46.7M | 6.2% | 175.0K | 277.51 | -8.9% |
| UHS UNIVERSAL HEALTH SERVICES INC | 46.5M | 6.1% | 260.0K | 177.26 | -4.0% |
| KSPI Joint Stock Co Kaspi.kz | 45.9M | 6.1% | 620.0K | 105.55 | +16.9% |
| LKQ LKQ CORP | 44.5M | 5.9% | 1.5M | 25.77 | -15.8% |
| HRB H&R BLOCK INC | 44.4M | 5.9% | 1.4M | 53.68 | +4.4% |
| WU Western Union CO | 43.6M | 5.8% | 5.0M | 7.30 | -12.0% |
| TNL Travel & Leisure Co. | 40.9M | 5.4% | 590.8K | 71.69 | +22.1% |
| MSFT MICROSOFT CORP | 40.7M | 5.4% | 110.0K | 483.24 | -4.4% |
| FDS FACTSET RESEARCH SYSTEMS INC | 40.4M | 5.3% | 186.0K | 299.91 | -22.6% |
| ELV Elevance Health, Inc. | 40.0M | 5.3% | 136.6K | 400.54 | +29.2% |
| TAP MOLSON COORS BEVERAGE CO | 38.8M | 5.1% | 900.0K | 42.94 | -16.3% |
| GDDY GoDaddy Inc. | 35.5M | 4.7% | 430.0K | 97.07 | -33.7% |
| SBH Sally Beauty Holdings, Inc. | 33.6M | 4.4% | 2.4M | 16.57 | +26.4% |
| MTCH Match Group, Inc. | 30.7M | 4.1% | 1.0M | 40.87 | +10.4% |
| EXPE Expedia Group, Inc. | 30.0M | 4.0% | 130.0K | 321.63 | +56.4% |
| ADBE ADOBE INC. | 24.3M | 3.2% | 100.0K | 275.30 | -22.1% |
| GRVY GRAVITY Co., Ltd. | 8.7M | 1.1% | 139.7K | 71.17 | +9.9% |
| DVA DAVITA INC. | 7.7M | 1.0% | 50.0K | 173.82 | +26.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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