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Ranmore Fund Management Ltd

Q3 2026 13F filing

Updated 16 days ago

26 disclosed positions worth $900.6M

Portfolio value

$900.6M

Total holdings

26

New positions

9

Closed positions

6

Increased

9

Decreased

8

Turnover

57.7%

Filed

2026-10-20

Full holdings

Every line item disclosed in Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	C CI THE CIGNA GROUP	$63.3M	233.0K	7.03%	Added(+14.8%)
2	G GDDY GODADDY INC	$62.1M	650.0K	6.89%	Trimmed(-3.9%)
3	U UHS UNIVERSAL HLTH SVCS INC	$60.1M	345.0K	6.68%	Trimmed(-9.2%)
4	S STZ CONSTELLATION BRANDS INC	$55.4M	490.0K	6.15%	—
5	V VIPS VIPSHOP HLDGS LTD	$51.9M	4.15M	5.76%	Added(+7.8%)
6	S SBH SALLY BEAUTY HLDGS INC	$51.7M	3.15M	5.75%	Added(+5.2%)
7	I INTU INTUIT	$49.6M	180.0K	5.51%	Added(+20.0%)
8	A ADBE ADOBE INC	$48M	200.0K	5.33%	Added(+2.6%)
9	M META META PLATFORMS INC	$47.1M	65.0K	5.23%	Added(+8.3%)
10	H HRB BLOCK H & R INC	$43.9M	1.08M	4.88%	Trimmed(-23.2%)
11	C CCZ COMCAST CORP NEW	$35.9M	1.65M	3.99%	Trimmed(-33.6%)
12	D DECK DECKERS OUTDOOR CORP	$34M	435.0K	3.77%	—
13	B BKNG BOOKING HOLDINGS INC	$32.6M	200.0K	3.62%	—
14	O ONON ON HLDG AG	$32.3M	1.09M	3.58%	—
15	L LEN-B LENNAR CORP	$31.4M	384.9K	3.49%	—
16	M MTCH MATCH GROUP INC NEW	$28.1M	700.0K	3.12%	Trimmed(-30.0%)
17	P PDD PDD HOLDINGS INC	$28.1M	360.0K	3.12%	Added(+20.0%)
18	S SNAP SNAP INC	$25.9M	4.80M	2.88%	Added(+20.0%)
19	X XRAY DENTSPLY SIRONA INC	$24.8M	2.80M	2.75%	Added(+7.7%)
20	? N/A TIM S A	$19.2M	1.08M	2.13%	—
21	? N/A KASPI KZ JSC	$18.8M	200.0K	2.09%	Trimmed(-67.7%)
22	M MMS MAXIMUS INC	$15.5M	291.2K	1.72%	—
23	E EXPE EXPEDIA GROUP INC	$14.5M	55.0K	1.61%	Trimmed(-75.8%)
24	D DOX AMDOCS LTD	$11.4M	200.0K	1.27%	—
25	G GRVY GRAVITY CO LTD	$7.6M	113.5K	0.84%	Trimmed(-18.8%)
26	C CCU COMPANIA CERVECERIAS UNIDAS	$7.3M	645.1K	0.81%	—

C

1.CI

THE CIGNA GROUP

+14.8%

Value

$63.3M

Shares

233.0K

% Port

7.03%

G

GODADDY INC

-3.9%

Value

$62.1M

Shares

650.0K

% Port

6.89%

U

UNIVERSAL HLTH SVCS INC

-9.2%

Value

$60.1M

Shares

345.0K

% Port

6.68%

S

CONSTELLATION BRANDS INC

Value

$55.4M

Shares

490.0K

% Port

6.15%

V

VIPSHOP HLDGS LTD

+7.8%

Value

$51.9M

Shares

4.15M

% Port

5.76%

S

SALLY BEAUTY HLDGS INC

+5.2%

Value

$51.7M

Shares

3.15M

% Port

5.75%

I

INTUIT

+20.0%

Value

$49.6M

Shares

180.0K

% Port

5.51%

A

ADOBE INC

+2.6%

Value

$48M

Shares

200.0K

% Port

5.33%

M

META PLATFORMS INC

+8.3%

Value

$47.1M

Shares

65.0K

% Port

5.23%

H

10.HRB

BLOCK H & R INC

-23.2%

Value

$43.9M

Shares

1.08M

% Port

4.88%

C

11.CCZ

COMCAST CORP NEW

-33.6%

Value

$35.9M

Shares

1.65M

% Port

3.99%

D

DECKERS OUTDOOR CORP

Value

$34M

Shares

435.0K

% Port

3.77%

B

BOOKING HOLDINGS INC

Value

$32.6M

Shares

200.0K

% Port

3.62%

O

ON HLDG AG

Value

$32.3M

Shares

1.09M

% Port

3.58%

L

LENNAR CORP

Value

$31.4M

Shares

384.9K

% Port

3.49%

M

MATCH GROUP INC NEW

-30.0%

Value

$28.1M

Shares

700.0K

% Port

3.12%

P

17.PDD

PDD HOLDINGS INC

+20.0%

Value

$28.1M

Shares

360.0K

% Port

3.12%

S

SNAP INC

+20.0%

Value

$25.9M

Shares

4.80M

% Port

2.88%

X

DENTSPLY SIRONA INC

+7.7%

Value

$24.8M

Shares

2.80M

% Port

2.75%

?

20.N/A

TIM S A

Value

$19.2M

Shares

1.08M

% Port

2.13%

?

21.N/A

KASPI KZ JSC

-67.7%

Value

$18.8M

Shares

200.0K

% Port

2.09%

M

22.MMS

MAXIMUS INC

Value

$15.5M

Shares

291.2K

% Port

1.72%

E

EXPEDIA GROUP INC

-75.8%

Value

$14.5M

Shares

55.0K

% Port

1.61%

D

24.DOX

AMDOCS LTD

Value

$11.4M

Shares

200.0K

% Port

1.27%

G

GRAVITY CO LTD

-18.8%

Value

$7.6M

Shares

113.5K

% Port

0.84%

C

26.CCU

COMPANIA CERVECERIAS UNIDAS

Value

$7.3M

Shares

645.1K

% Port

0.81%