StockDriftsStockDriftsTop 23 Ranmore Fund Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | 6.75% | 2.48M | $61.0M | +39.24%(+700.00K) | $28.16(-10.49%) | 2026-06-30 | |
| EXPE | EXPEDIA GROUP INC | 6.45% | 227.6K | $58.2M | +75.04%(+97.56K) | $232.09(+37.46%) | 2026-06-30 | |
| GDDY | GODADDY INC | 6.35% | 676.0K | $57.4M | +57.21%(+246.00K) | $96.07(-4.94%) | 2026-06-30 | |
| UHS | UNIVERSAL HLTH SVCS INC | 6.26% | 380.0K | $56.5M | +46.15%(+119.99K) | $186.24(-8.38%) | 2026-06-30 | |
| CI | THE CIGNA GROUP | 6.2% | 203.0K | $56.0M | +16.00%(+28.00K) | $270.42(+2.51%) | 2026-06-30 | |
| KSPI | KASPI KZ JSC | 5.95% | 620.0K | $53.7M | +0.00%(+0) | $78.88(+23.84%) | 2026-06-30 | |
| HRB | BLOCK H & R INC | 5.9% | 1.40M | $53.3M | +0.00%(+0) | $44.04(+4.67%) | 2026-06-30 | |
| FDS | FACTSET RESH SYS INC | 5.71% | 224.0K | $51.5M | +20.43%(+38.00K) | $247.44(+12.86%) | 2026-06-30 | |
| VIPS | VIPSHOP HLDGS LTD | 5.65% | 3.85M | $51.1M | new | $14.63(+3.62%) | 2026-06-30 | |
| SBH | SALLY BEAUTY HLDGS INC | 4.69% | 3.00M | $42.4M | +23.41%(+568.27K) | $11.36(+49.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.63% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.96% |
Ranmore Fund Management Ltd reports $903.02M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are CMCSA (6.8%), EXPE (6.5%) and GDDY (6.3%). The top 20 holdings account for 95.47% of reported assets. Its disclosed equity book has returned +39.63% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ranmore Fund Management Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055400). View Ranmore Fund Management Ltd’s 13F filings on SEC