1y return+19.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $136 against $127 in the S&P 500.2
Ranmore Fund Management LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CMCSAComcast Corp New | $61.0M | 6.8% | +39.2% |
| EXPEExpedia Group Inc | $58.2M | 6.4% | +75.0% |
| GDDYGodaddy Inc | $57.4M | 6.4% | +57.2% |
| UHSUniversal Hlth Svcs Inc | $56.5M | 6.3% | +46.2% |
| CIThe Cigna Group | $56.0M | 6.2% | +16.0% |
| KSPIKaspi Kz Jsc | $53.7M | 5.9% | |
| HRBBlock H & R Inc | $53.3M | 5.9% | |
| FDSFactset Resh Sys Inc | $51.5M | 5.7% | +20.4% |
| VIPSVipshop Hldgs Ltd | $51.1M | 5.7% | New |
| SBHSally Beauty Hldgs Inc | $42.4M | 4.7% | +23.4% |
| ADBEAdobe Inc | $40.0M | 4.4% | +95.0% |
| INTUIntuit | $39.1M | 4.3% | New |
| ZTSZoetis Inc | $38.8M | 4.3% | New |
| MTCHMatch Group Inc New | $38.1M | 4.2% | |
| TAPMolson Coors Beverage Co | $35.1M | 3.9% | |
| METAMeta Platforms Inc | $33.8M | 3.7% | New |
| XRAYDentsply Sirona Inc | $27.6M | 3.1% | New |
| TMETencent Music Entmt Group | $27.2M | 3.0% | New |
| PDDPdd Holdings Inc | $22.9M | 2.5% | New |
| REGNRegeneron Pharmaceuticals | $18.7M | 2.1% | New |
| SNAPSnap Inc | $17.8M | 2.0% | New |
| LKQLkq Corp | $13.6M | 1.5% | −65.9% |
| GRVYGravity Co Ltd | $9.4M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| EXPEExpedia Group Inc | June 30, 2025 | +51.7% | $58.2M |
| SBHSally Beauty Hldgs Inc | December 31, 2024 | +35.3% | $42.4M |
| MTCHMatch Group Inc New | March 31, 2026 | +23.9% | $38.1M |
| KSPIKaspi Kz Jsc | December 31, 2025 | +10.9% | $53.7M |
| GRVYGravity Co Ltd | December 31, 2024 | +6.4% | $9.4M |
| FDSFactset Resh Sys Inc | March 31, 2026 | +6.0% | $51.5M |
| CIThe Cigna Group | March 31, 2026 | +3.3% | $56.0M |
| GDDYGodaddy Inc | March 31, 2026 | +2.7% | $57.4M |
| HRBBlock H & R Inc | December 31, 2025 | −12.6% | $53.3M |
| LKQLkq Corp | December 31, 2025 | −12.8% | $13.6M |
Sold off last quarter
- VSNTVersant Media Group Inc was $62.7M
- WUWestern Un Co was $43.6M
- TNLTravel Plus Leisure Co was $40.9M
- MSFTMicrosoft Corp was $40.7M
- ELVElevance Health Inc Formerly was $40.0M
- DVADavita Inc was $7.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.7% | +14.8% |
| March 31, 2026 | −6.2% | −4.6% |
| December 31, 2025 | +8.4% | +2.4% |
| September 30, 2025 | +14.8% | +7.8% |
| June 30, 2025 | +9.8% | +10.5% |
| March 31, 2025 | +3.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ranmore Fund Management Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2055400&type=13F-HR&dateb=&owner=include&count=40CIK 2055400
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2055400/000205540026000004/Filed July 31, 2026 · accession 0002055400-26-000004