StockDriftsStockDriftsTop 26 Ranmore Fund Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CI | THE CIGNA GROUP | 7.03% | 233.0K | $63.3M | +14.78%(+30.00K) | $270.85(+10.21%) | 2026-09-30 | |
| GDDY | GODADDY INC | 6.89% | 650.0K | $62.1M | -3.85%(-26.00K) | $96.07(+11.06%) | 2026-09-30 | |
| UHS | UNIVERSAL HLTH SVCS INC | 6.68% | 345.0K | $60.1M | -9.21%(-34.99K) | $186.24(-2.12%) | 2026-09-30 | |
| STZ | CONSTELLATION BRANDS INC | 6.15% | 490.0K | $55.4M | new | $126.07(+3.96%) | 2026-09-30 | |
| VIPS | VIPSHOP HLDGS LTD | 5.76% | 4.15M | $51.9M | +7.79%(+300.00K) | $14.50(-11.75%) | 2026-09-30 | |
| SBH | SALLY BEAUTY HLDGS INC | 5.74% | 3.15M | $51.7M | +5.18%(+155.15K) | $11.56(+46.23%) | 2026-09-30 | |
| INTU | INTUIT | 5.51% | 180.0K | $49.6M | +20.00%(+30.00K) | $332.24(-1.99%) | 2026-09-30 | |
| ADBE | ADOBE INC | 5.33% | 200.0K | $48.0M | +2.56%(+5.00K) | $259.79(-4.89%) | 2026-09-30 | |
| META | META PLATFORMS INC | 5.23% | 65.0K | $47.1M | +8.33%(+5.00K) | $557.10(+26.63%) | 2026-09-30 | |
| HRB | BLOCK H & R INC | 4.88% | 1.08M | $43.9M | -23.16%(-324.23K) | $44.04(+7.57%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +47.46% |
| Top 20 Holdings Unweighted | — | — | — | — | +44.74% |
Ranmore Fund Management LTD reports $900.61M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are CI (7.0%), GDDY (6.9%) and UHS (6.7%). The top 20 holdings account for 91.65% of reported assets. Its disclosed equity book has returned +47.46% cumulatively over 7 quarters. Figures reflect the Q3 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