Ranmore Fund Management Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Ranmore Fund Management Ltd reported 20 stock positions worth $757.0 million. Its top holding was Versant Media (VSNT) at 8.3% of the portfolio, followed by Comcast Class A (CMCSA, 6.8%) and Cigna (CI, 6.2%). Compared with Q4 2025, it opened 7 new positions, sold out of 6 and added to 11. The biggest buy was Versant Media (VSNT, shares +2510%) and the biggest sale an exit from Petroleo Brasil-SP Pref ADR (PBR.A).
- Most Recent 13F
- Q2 2026
- Location
- COBHAM, X0
- CIK
- 0002055400
- Portfolio Value
- $757.0M (Q1 2026)
- SEC Filing
- 0002055400-26-000003 ↗ filed May 11, 2026
Holdings Value
Holdings 20 stocks · $757.0M
| VSNT Versant Media Group Inc. | 8.29% | 1,694,946 | $62.7M | Add +2509.8% |
| CMCSA Comcast Corp. Class A | 6.76% | 1,783,669 | $51.2M | Add +9.8% |
| CI The Cigna Group | 6.17% | 175,000 | $46.7M | New |
| UHS Universal Health Services-B | 6.15% | 260,000 | $46.5M | Add +28.7% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 6.07% | 620,000 | $45.9M | Add +37.0% |
| LKQ LKQ Corp. | 5.88% | 1,516,724 | $44.5M | Add +14.9% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 5.87% | 1,400,000 | $44.4M | Add +47.7% |
| WU Western Union Co. | 5.77% | 5,000,000 | $43.6M | Add +19.1% |
| TNL Travel + Leisure Co. | 5.40% | 590,849 | $40.9M | No change |
| MSFT Microsoft Corp. | 5.38% | 110,000 | $40.7M | New |
| FDS Factset Research Systems Inc. | 5.33% | 185,991 | $40.4M | New |
| ELV Elevance Health Inc. | 5.28% | 136,600 | $40.0M | Add +20.9% |
| TAP Molson Coors Beverage Co. Class B | 5.12% | 900,000 | $38.8M | Add +9.0% |
| GDDY GoDaddy Inc. Class A | 4.70% | 430,000 | $35.5M | New |
| SBH Sally Beauty Holdings Inc. | 4.44% | 2,427,587 | $33.6M | Add +0.5% |
| MTCH Match Group Inc. | 4.06% | 1,000,007 | $30.7M | New |
| EXPE Expedia Group Inc. | 3.97% | 130,000 | $30.0M | Add +160.0% |
| ADBE Adobe Inc. | 3.21% | 100,000 | $24.3M | New |
| GRVY Gravity Co. Ltd.-Sponsored ADR | 1.14% | 139,744 | $8.7M | No change |
| DVA Davita Inc. | 1.02% | 50,000 | $7.7M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| VSNT Versant Media Group Inc. | Add +2509.8% | 8.29% | +7.88 |
| CI The Cigna Group | New | 6.17% | +6.17 |
| MSFT Microsoft Corp. | New | 5.38% | +5.38 |
| FDS Factset Research Systems Inc. | New | 5.33% | +5.33 |
| GDDY GoDaddy Inc. Class A | New | 4.70% | +4.70 |
| MTCH Match Group Inc. | New | 4.06% | +4.06 |
| ADBE Adobe Inc. | New | 3.21% | +3.21 |
| EXPE Expedia Group Inc. | Add +160.0% | 3.97% | +1.53 |
| DVA Davita Inc. | New | 1.02% | +1.02 |
| KSPI JSC Kaspi.kz ADR | Add +37.0% | 6.07% | −0.00 |
| WU Western Union Co. | Add +19.1% | 5.77% | −0.94 |
| LKQ LKQ Corp. | Add +14.9% | 5.88% | −0.96 |
| HRB H&R Block Inc. | Add +47.7% | 5.87% | −1.22 |
| UHS Universal Health Services-B | Add +28.7% | 6.15% | −1.41 |
| SBH Sally Beauty Holdings Inc. | Add +0.5% | 4.44% | −1.47 |
| TAP Molson Coors Beverage Co. Class B | Add +9.0% | 5.12% | −1.50 |
| ELV Elevance Health Inc. | Add +20.9% | 5.28% | −1.52 |
| CMCSA Comcast Corp. Class A | Add +9.8% | 6.76% | −1.56 |
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 |