Ranmore Fund Management Ltd
Top Portfolio Positions
20 positions ·
$756,973,579 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VSNT |
Versant Media Group, Inc.
Communication Services
|
1,694,946 | $62,746,900 | 8.29% | |
| CMCSA |
Comcast Corp
Communication Services
|
1,783,669 | $51,209,136 | 6.76% | |
| CI |
Cigna Group
Healthcare
|
175,000 | $46,681,250 | 6.17% | |
| UHS |
Universal Health Services Inc
Healthcare
|
260,000 | $46,532,200 | 6.15% | |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
620,000 | $45,923,400 | 6.07% | |
| LKQ |
Lkq Corp
Consumer Cyclical
|
1,516,724 | $44,546,183 | 5.88% | |
| HRB |
H&R Block Inc
Consumer Cyclical
|
1,400,000 | $44,436,000 | 5.87% | |
| WU |
Western Union CO
Financial Services
|
5,000,000 | $43,650,000 | 5.77% | |
| TNL |
Travel & Leisure Co.
Consumer Cyclical
|
590,849 | $40,880,842 | 5.40% | |
| MSFT |
Microsoft Corp
Technology
|
110,000 | $40,718,700 | 5.38% |
Portfolio Trend
6 quarters · across all stocks
Holdings in LKQ
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,546,183 | 1,516,724 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $39,864,000 | 1,320,000 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||