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13F holdings · Q3 2026

Ranmore Fund Management

Cobham, X0 · files as Ranmore Fund Management Ltd
Holdings as of Sep 30, 2026Filed Oct 20, 2026Next filing due Feb 15, 2027CIK 2055400

Ranmore Fund Management reported 26 stocks worth $901M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are CI (7.0%), GDDY (6.9%) and UHS (6.7%). Compared with Q2 2026, the fund opened new positions in STZ, DECK and BKNG, added to CI, VIPS and SBH, trimmed GDDY, UHS and HRB and sold out of FDS, ZTS and TAP.

Reported value$901M−0.3% vs last quarter
Stocks held269 new · 6 sold out
Top 5 weight32.5%spread out
Turnover67%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
CI
The Cigna Group
$63.3M7.0%233K+30K (+15%)3 of 8
2
GDDY
Godaddy Inc
$62.1M6.9%650K−26K (−4%)3 of 8
3
UHS
Universal Hlth Svcs Inc
$60.1M6.7%345K−35K (−9%)6 of 8
4
STZ
Constellation Brands Incclass Class A
$55.4M6.2%490KNew position1 of 8
5
VIPS
Vipshop Hldgs Ltd
$51.9M5.8%4.2M+300K (+8%)2 of 8
6
SBH
Sally Beauty Hldgs Inc
$51.7M5.7%3.2M+155K (+5%)8 of 8
7
INTU
Intuit
$49.6M5.5%180K+30K (+20%)2 of 8
8
ADBE
Adobe Inc
$48M5.3%200K+5,000 (+3%)3 of 8
9
META
Meta Platforms Inc
$47.1M5.2%65K+5,000 (+8%)2 of 8
10
HRB
Block H & R Inc
$43.9M4.9%1.1M−324K (−23%)4 of 8
🔒 16 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
FDS
Factset Resh Sys Inc
$51.5M224K
ZTS
Zoetis Inc
$38.8M540K
TAP
Molson Coors Beverag B
$35.1M900K
TME
Tencent Music Entmt Group
$27.2M3.3M
REGN
Regeneron Pharmaceutical
$18.7M30K

🔒 Free account: see all 6.

Reported value

last 8 quarters
$108MQ4 '24
$167MQ1 '25
$251MQ2 '25
$369MQ3 '25
$583MQ4 '25
$757MQ1 '26
$903MQ2 '26
$901MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 20, 202613F-HRQ3 2026SEC filing ↗

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Ranmore Fund Management 13F FAQ

What does Ranmore Fund Management own?

Ranmore Fund Management reported 26 stocks worth $901M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are CI (7.0%), GDDY (6.9%) and UHS (6.7%). The table above lists every position in the filing (the top 10 without an account).

What did Ranmore Fund Management buy and sell in Q3 2026?

Compared with Q2 2026: 9 new positions, 9 added to, 8 trimmed and 6 sold out. New positions include STZ, DECK and BKNG. It sold all of FDS, ZTS and TAP.

When will Ranmore Fund Management file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Ranmore Fund Management's portfolio worth?

The Q3 2026 filing reports $901M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.