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Ranmore Fund Management Ltd

CIK 2055400 · latest 13F filed 20 October 2026 · Read the filing on EDGAR

Ranmore Fund Management Ltd reported 26 US-listed holdings worth $900.6 million in its 13F for the quarter ended 30 September 2026, filed 20 October 2026. Its largest: Cigna Group (7.0%), GoDaddy Inc. (6.9%) and Universal Health Services Inc. (6.7%). Against the quarter before, it opened 9 positions, added to 9, trimmed 8 and sold out of 6.

Reported holdings$900.6M-0.3% on Q2 2026
Positions26+3 on Q2 2026
The largest ten59.2%of its reported holdings
Latest 13FQ3 2026filed 20 October 2026
Where the money is
OpenedAdded toTrimmed
CI7.0%GDDY6.9%UHS6.7%STZ6.2%VIPS5.8%SBH5.7%INTU5.5%ADBE5.3%META5.2%HRB4.9%CMCSA4.0%DECK3.8%BKNG3.6%ONON3.6%12 more25.8%

The 14 largest of its 26 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $107.9 million in 14 positions$108MQ4 24Q1 2025: $167.3 million in 15 positions$167MQ1 25Q2 2025: $250.8 million in 14 positions$251MQ2 25Q3 2025: $369.2 million in 14 positions$369MQ3 25Q4 2025: $582.7 million in 18 positions$583MQ4 25Q1 2026: $757.0 million in 20 positions$757MQ1 26Q2 2026: $903.0 million in 23 positions$903MQ2 26Q3 2026: $900.6 million in 26 positions$901MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +43.9% over the 7 quarters to 30 September 2026, against +30.1% for the S&P 500.

Its reported holdingsThe S&P 500
90105120135Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +43.9%S&P 500 +30.1%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 9Added 9Trimmed 8Sold out 6
Opened: 9Added: 9Trimmed: 8Sold out: 6

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 9

  1. Constellation Brands, Inc. STZ$55.4 million
  2. Deckers Outdoor Corp. DECK$34.0 million
  3. Booking Holdings Inc. BKNG$32.6 million
  4. On Holding AG ONON$32.3 million
  5. Lennar Corp. LEN$31.4 million
  6. Tim S A Sponsored ADR ISIN#US88706T1088 TIMB$19.2 million
  7. Maximus, Inc. MMS$15.5 million
  8. Amdocs Ltd DOX$11.4 million

and 1 more in the table below

Added to 9

  1. Intuit Inc. INTU+30,000 shares · +20%
  2. Cigna Group CI+30,000 shares · +15%
  3. PDD Holdings Inc. PDD+60,000 shares · +20%
  4. Snap Inc. SNAP+800,000 shares · +20%
  5. Vipshop Hldgs Ltd VIPS+300,000 shares · +8%
  6. Meta Platforms, Inc. META+5,000 shares · +8%
  7. Sally Beauty Holdings, Inc. SBH+155,146 shares · +5%
  8. Dentsply Sirona Inc. XRAY+200,000 shares · +8%

and 1 more in the table below

Trimmed 8

  1. Expedia Group, Inc. EXPE-172,558 shares · -76%
  2. Kaspi KZ JSC KSPI-420,000 shares · -68%
  3. Comcast Corp. CMCSA-833,669 shares · -34%
  4. H&R Block Inc. HRB-324,227 shares · -23%
  5. Match Group, Inc. MTCH-300,000 shares · -30%
  6. Universal Health Services Inc. UHS-34,993 shares · -9%
  7. GoDaddy Inc. GDDY-26,000 shares · -4%
  8. Gravity Co Ltd-Sponsore GRVY-26,280 shares · -19%

Sold out of 6

  1. Factset Research Systems Inc. FDS$51.5 million last quarter
  2. Zoetis Inc. ZTS$38.8 million last quarter
  3. Molson Coors Beverage Co. TAP$35.1 million last quarter
  4. Tencent Music Entertainment Group TME$27.2 million last quarter
  5. Regeneron Pharmaceuticals, Inc. REGN$18.7 million last quarter
  6. LKQ Corp. LKQ$13.6 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Cigna Group CI233.0K$63.3 million7.03%+30.0K
GoDaddy Inc. GDDY650.0K$62.1 million6.89%-26.0K
Universal Health Services Inc. UHS345.0K$60.1 million6.68%-35.0K
Constellation Brands, Inc. STZ490.0K$55.4 million6.15%new
Vipshop Hldgs Ltd VIPS4.2M$51.9 million5.76%+300.0K
Sally Beauty Holdings, Inc. SBH3.2M$51.7 million5.74%+155.1K
Intuit Inc. INTU180.0K$49.6 million5.51%+30.0K
Adobe Inc. ADBE200.0K$48.0 million5.33%+5.0K
Meta Platforms, Inc. META65.0K$47.1 million5.23%+5.0K
H&R Block Inc. HRB1.1M$43.9 million4.88%-324.2K
Comcast Corp. CMCSA1.6M$35.9 million3.99%-833.7K
Deckers Outdoor Corp. DECK435.0K$34.0 million3.77%new
Booking Holdings Inc. BKNG200.0K$32.6 million3.62%new
On Holding AG ONON1.1M$32.3 million3.58%new
Lennar Corp. LEN384.9K$31.4 million3.49%new
Match Group, Inc. MTCH700.0K$28.1 million3.12%-300.0K
PDD Holdings Inc. PDD360.0K$28.1 million3.12%+60.0K
Snap Inc. SNAP4.8M$25.9 million2.88%+800.0K
Dentsply Sirona Inc. XRAY2.8M$24.8 million2.75%+200.0K
Tim S A Sponsored ADR ISIN#US88706T1088 TIMB1.1M$19.2 million2.13%new
Kaspi KZ JSC KSPI200.0K$18.8 million2.09%-420.0K
Maximus, Inc. MMS291.2K$15.5 million1.72%new
Expedia Group, Inc. EXPE55.0K$14.5 million1.61%-172.6K
Amdocs Ltd DOX200.0K$11.4 million1.27%new
Gravity Co Ltd-Sponsore GRVY113.5K$7.6 million0.84%-26.3K
Compania Cervecer-As Unidas S.a. CCU645.1K$7.3 million0.81%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.