Ranmore Fund Management Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Ranmore Fund Management Ltd reported 14 stock positions worth $107.9 million. Its top holding was Petroleo Brasil-SP Pref ADR (PBR.A) at 12.4% of the portfolio, followed by Mattel (MAT, 12.2%) and Skechers USA Class A (SKX, 9.4%).
- Most Recent 13F
- Q2 2026
- Location
- COBHAM, X0
- CIK
- 0002055400
- Portfolio Value
- $107.9M (Q4 2024)
- SEC Filing
- 0002055400-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 14 stocks · $107.9M
| PBR.A Petroleo Brasil-SP Pref ADR | 12.36% | 1,126,000 | $13.3M | — |
| MAT Mattel Inc. | 12.16% | 740,000 | $13.1M | — |
| SKX Skechers USA Inc. Class A | 9.41% | 151,000 | $10.2M | — |
| KR Kroger Co. | 8.84% | 156,000 | $9.5M | — |
| TAP Molson Coors Beverage Co. Class B | 8.73% | 164,341 | $9.4M | — |
| SBH Sally Beauty Holdings Inc. | 7.89% | 815,000 | $8.5M | — |
| BANCOLOMBIA S.A.-SPONS ADR | 7.68% | 262,900 | $8.3M | — |
| SUZ Suzano SA - Spon ADR | 7.44% | 792,702 | $8.0M | — |
| ABEV Ambev SA-ADR | 7.05% | 4,114,000 | $7.6M | — |
| MOS The Mosaic Co. | 5.92% | 260,000 | $6.4M | — |
| GRVY Gravity Co. Ltd.-Sponsored ADR | 5.25% | 89,744 | $5.7M | — |
| GOOGL Alphabet Inc. Class A | 3.51% | 20,000 | $3.8M | — |
| VTRS Viatris Inc. | 2.11% | 182,500 | $2.3M | — |
| TNL Travel + Leisure Co. | 1.65% | 35,363 | $1.8M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $903.0M | CMCSA, EXPE, GDDY, UHS, CI |
| Q1 2026 | 20 | $757.0M | VSNT, CMCSA, CI, UHS, KSPI |
| Q4 2025 | 18 | $582.7M | CMCSA, PBR.A, UHS, MAT, TNL |
| Q3 2025 | 14 | $369.2M | SBH, MAT, PBR.A, EXPE, UHS |
| Q2 2025 | 14 | $250.8M | SHG, PBR.A, MAT, TNL, GOOGL |
| Q1 2025 | 15 | $167.3M | PBR.A, MAT, SHG, GOOGL, SBH |
| Q4 2024 | 14 | $107.9M | PBR.A, MAT, SKX, KR, TAP |