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The Analysis of Ranmore Fund Management Ltd's Holdings & P&L

Currently, Ranmore Fund Management Ltd holds 20 types of securities in its portfolio with a total value $757.0M. In the most recent quarter, they have increased their positions in N/A (+1.7M shares, valued at $62.7M), N/A (+175.0K shares, valued at $46.7M), MSFT (+110.0K shares, valued at $40.7M); initiated new positions in N/A (+1.7M shares, valued at $62.7M), N/A (+175.0K shares, valued at $46.7M), MSFT (+110.0K shares, valued at $40.7M).

1M P&L

+12.3M+2.13%

3M P&L

+2.1M+0.36%

HY P&L

+24.5M+4.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Healthcare Plans76.4M

13.1%

2Travel Services55.8M

9.6%

3Telecom Services48.5M

8.3%

Top Industries by Stock Count

1Healthcare Plans3 stocks

16.7%

2Travel Services2 stocks

11.1%

3Personal Services1 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC1.7M sharesnew addition2026-03-312026-05-11

CMCSA COMCAST CORP NEW1.8M shares9.85%2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP175.0K sharesnew addition2026-03-312026-05-11

UHS UNIVERSAL HLTH SVCS INC260.0K shares28.71%2026-03-312026-05-11

KSPI KASPI KZ JSC620.0K shares37.00%2026-03-312026-05-11

LKQ LKQ CORP1.5M shares14.90%2026-03-312026-05-11

HRB BLOCK H & R INC1.4M shares47.68%2026-03-312026-05-11

WU WESTERN UN CO5.0M shares19.05%2026-03-312026-05-11

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TNL TRAVEL PLUS LEISURE CO590.8K shares0.00%2026-03-312026-05-11

MSFT MICROSOFT CORP110.0K sharesnew addition2026-03-312026-05-11

FDS FACTSET RESH SYS INC186.0K sharesnew addition2026-03-312026-05-11

ELV ELEVANCE HEALTH INC FORMERLY136.6K shares20.88%2026-03-312026-05-11

TAP MOLSON COORS BEVERAGE CO900.0K shares8.96%2026-03-312026-05-11

GDDY GODADDY INC430.0K sharesnew addition2026-03-312026-05-11

SBH SALLY BEAUTY HLDGS INC2.4M shares0.54%2026-03-312026-05-11

MATCH GROUP INC NEW MATCH GROUP INC NEW1.0M sharesnew addition2026-03-312026-05-11

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EXPE EXPEDIA GROUP INC130.0K shares160.00%2026-03-312026-05-11

ADBE ADOBE INC100.0K sharesnew addition2026-03-312026-05-11

GRVY GRAVITY CO LTD139.7K shares0.00%2026-03-312026-05-11

DVA DAVITA INC50.0K sharesnew addition2026-03-312026-05-11

VERSANT MEDIA GROUP INC

New

Shares1.7M

Event2026-03-31

Filed2026-05-11

CMCSA

COMCAST CORP NEW

9.85%

Shares1.8M

Event2026-03-31

Filed2026-05-11

THE CIGNA GROUP

New

Shares175.0K

Event2026-03-31

Filed2026-05-11

UHS

UNIVERSAL HLTH SVCS INC

28.71%

Shares260.0K

Event2026-03-31

Filed2026-05-11

KSPI

KASPI KZ JSC

37.00%

Shares620.0K

Event2026-03-31

Filed2026-05-11

LKQ

LKQ CORP

14.90%

Shares1.5M

Event2026-03-31

Filed2026-05-11

HRB

BLOCK H & R INC

47.68%

Shares1.4M

Event2026-03-31

Filed2026-05-11

WESTERN UN CO

19.05%

Shares5.0M

Event2026-03-31

Filed2026-05-11

TNL

TRAVEL PLUS LEISURE CO

0.00%

Shares590.8K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

New

Shares110.0K

Event2026-03-31

Filed2026-05-11

FDS

FACTSET RESH SYS INC

New

Shares186.0K

Event2026-03-31

Filed2026-05-11

ELV

ELEVANCE HEALTH INC FORMERLY

20.88%

Shares136.6K

Event2026-03-31

Filed2026-05-11

TAP

MOLSON COORS BEVERAGE CO

8.96%

Shares900.0K

Event2026-03-31

Filed2026-05-11

GDDY

GODADDY INC

New

Shares430.0K

Event2026-03-31

Filed2026-05-11

SBH

SALLY BEAUTY HLDGS INC

0.54%

Shares2.4M

Event2026-03-31

Filed2026-05-11

MATCH GROUP INC NEW

New

Shares1.0M

Event2026-03-31

Filed2026-05-11

EXPE

EXPEDIA GROUP INC

160.00%

Shares130.0K

Event2026-03-31

Filed2026-05-11

ADBE

ADOBE INC

New

Shares100.0K

Event2026-03-31

Filed2026-05-11

GRVY

GRAVITY CO LTD

0.00%

Shares139.7K

Event2026-03-31

Filed2026-05-11

DVA

DAVITA INC

New

Shares50.0K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available