Investor
Ranmore Fund Management Ltd
CIK 0002055400 · filed 2026-05-11 · SEC filing
13F book
$757M
Positions
20
8 new · 6 sold
Largest name
8.3%
Versant Media Group, Inc. · VSNT
Est. mark
−$39.8M
Price effect on 12 names still held. Flow $214M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Versant Media Group, Inc. | VSNT | 1.69M | $62.7M | 8.3% | — | New |
| Comcast Corp New | — | 1.78M | $51.2M | 6.8% | −$1.92M | Added$2.68M |
| Cigna Group | CI | 175K | $46.7M | 6.2% | — | New |
| Universal Hlth Svcs Inc | — | 260K | $46.5M | 6.1% | −$7.89M | Added$2.49M |
| Kaspi Kz Jsc | — | 620K | $45.9M | 6.1% | −$1.84M | Added$10.6M |
| Lkq Corp | LKQ | 1.52M | $44.5M | 5.9% | −$1.1M | Added$4.68M |
| Block H & R Inc | — | 1.4M | $44.4M | 5.9% | −$11.2M | Added$3.12M |
| Western Un Co | — | 5M | $43.6M | 5.8% | −$2.44M | Added$4.55M |
| Travel Plus Leisure Co | — | 590.8K | $40.9M | 5.4% | −$791.7K | Held |
| Microsoft Corp | MSFT | 110K | $40.7M | 5.4% | — | New |
| Factset Resh Sys Inc | — | 186K | $40.4M | 5.3% | — | New |
| Elevance Health Inc Formerly | — | 136.6K | $40M | 5.3% | −$6.53M | Added$377.5K |
| Molson Coors Beverage Co | — | 900K | $38.8M | 5.1% | −$2.99M | Added$196.3K |
| GoDaddy Inc. | GDDY | 430K | $35.5M | 4.7% | — | New |
| Sally Beauty Hldgs Inc | — | 2.43M | $33.6M | 4.4% | −$990K | Added−$811.1K |
| Match Group Inc New | — | 1M | $30.7M | 4.1% | — | New |
| Expedia Group, Inc. | EXPE | 130K | $30M | 4.0% | −$2.62M | Added$15.9M |
| Adobe Inc. | ADBE | 100K | $24.3M | 3.2% | — | New |
| GRAVITY Co., Ltd. | GRVY | 139.7K | $8.66M | 1.1% | $571.6K | Held |
| Davita Inc. | DVA | 50K | $7.68M | 1.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.