Ranmore Fund Management Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$757.0M
Q ending 2026-03-31
Prior quarter
$582.7M
Q ending 2025-12-31
Change
+29.9% QoQ · +352.5% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Versant Media Group Inc | VSNT | Shares | $62.7M | 1.7M |
| Comcast Corp New | CMCSA | Shares | $51.2M | 1.8M |
| The Cigna Group | CI | Shares | $46.7M | 175K |
| Universal Hlth Svcs Inc | UHS | Shares | $46.5M | 260K |
| Kaspi Kz Jsc | KSPI | Shares | $45.9M | 620K |
| Lkq Corp | LKQ | Shares | $44.5M | 1.5M |
| Block H & R Inc | HRB | Shares | $44.4M | 1.4M |
| Western Un Co | WU | Shares | $43.6M | 5.0M |
| Travel Plus Leisure Co | TNL | Shares | $40.9M | 591K |
| Microsoft Corp | MSFT | Shares | $40.7M | 110K |
| Factset Resh Sys Inc | FDS | Shares | $40.4M | 186K |
| Elevance Health Inc Formerly | ELV | Shares | $40.0M | 137K |
| Molson Coors Beverage Co | TAP | Shares | $38.8M | 900K |
| Godaddy Inc | GDDY | Shares | $35.5M | 430K |
| Sally Beauty Hldgs Inc | SBH | Shares | $33.6M | 2.4M |
| Match Group Inc New | MTCH | Shares | $30.7M | 1.0M |
| Expedia Group Inc | EXPE | Shares | $30.0M | 130K |
| Adobe Inc | ADBE | Shares | $24.3M | 100K |
| Gravity Co Ltd | GRVY | Shares | $8.7M | 140K |
| Davita Inc | DVA | Shares | $7.7M | 50K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.