Ranmore Fund Management Ltd

data from 30/09/2025

Capitalization

$ 369.197 M 47.18 %

Average holding period

2 ans

Performance

$ 32.786 M 16.61 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Ranmore Fund Management Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SBH SALLY BEAUTY HLDGS INC 9.70% 35.816 M $ 2200000 2024/12/31 15.416 M $ 75.81 %
2025/09/30 MAT MATTEL INC 9.57% 35.343 M $ 2100000 2024/12/31 -3.368 M $ -14.66 %
2025/09/30 PBR-A PETROLEO BRASILEIRO SA PETRO 8.96% 33.096 M $ 2800000 2024/12/31 566.720 K $ 2.43 %
2025/09/30 EXPE EXPEDIA GROUP INC 8.92% 32.918 M $ 154000 2025/06/30 5.138 M $ 26.72 %
2025/09/30 UHS UNIVERSAL HLTH SVCS INC 8.53% 31.484 M $ 154000 2025/03/31 0.000 $ 0.00 %
2025/09/30 ELV ELEVANCE HEALTH INC FORMERLY 8.23% 30.373 M $ 94000 2025/06/30 -3.292 M $ -16.93 %
2025/09/30 QCOM QUALCOMM INC 8.11% 29.945 M $ 180000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TAP MOLSON COORS BEVERAGE CO 8.09% 29.865 M $ 660000 2024/12/31 -1.180 M $ -5.91 %
2025/09/30 TNL TRAVEL PLUS LEISURE CO 8.02% 29.626 M $ 498000 2024/12/31 3.412 M $ 15.27 %
2025/09/30 CNC CENTENE CORP DEL 7.87% 29.044 M $ 814000 2025/09/30 0.000 $ 0.00 %
2025/09/30 WU WESTERN UN CO 6.93% 25.568 M $ 3200000 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 3.27% 12.086 M $ 35000 2025/06/30 1.467 M $ 10.68 %
2025/09/30 KB KB FINL GROUP INC 2.25% 8.291 M $ 100000 2025/03/31 81.775 K $ 0.39 %
2025/09/30 GRVY GRAVITY CO LTD 1.56% 5.744 M $ 89744 2024/12/31 27.820 K $ 0.49 %
2025/09/30 SHG SHINHAN FINANCIAL GROUP CO L 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 GOOGL ALPHABET INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 ASO ACADEMY SPORTS & OUTDOORS IN 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BTU PEABODY ENERGY CORP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %