§ 13F · FUND PROFILE
Ranmore Fund Management Ltd.
AUM · $903M (13F)Positions · 23Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$277M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CMCSA | COMCAST CORP NEW | 2.48M | $61M | 6.8% | +39% |
| 2 | EXPE | EXPEDIA GROUP INC | 228K | $58M | 6.4% | +75% |
| 3 | GDDY | GODADDY INC | 676K | $57M | 6.4% | +57% |
| 4 | UHS | UNIVERSAL HLTH SVCS INC | 380K | $57M | 6.3% | +46% |
| 5 | CI | THE CIGNA GROUP | 203K | $56M | 6.2% | +16% |
| 6 | KSPI | KASPI KZ JSC | 620K | $54M | 5.9% | ±0% |
| 7 | HRB | BLOCK H & R INC | 1.40M | $53M | 5.9% | ±0% |
| 8 | FDS | FACTSET RESH SYS INC | 224K | $52M | 5.7% | +20% |
| 9 | VIPS | VIPSHOP HLDGS LTD | 3.85M | $51M | 5.7% | NEW |
| 10 | SBH | SALLY BEAUTY HLDGS INC | 3.00M | $42M | 4.7% | +23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RANMORE SIGNAL
AC read
Ranmore Fund Management Ltd is a Other fund managing $903 million in assets. The fund runs a focused portfolio of just 23 positions.
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