Q3 2026 13F · SEC CIK 2055400
Ranmore Fund Management Ltd
Asset managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $900.6M
- Reported positions
- 26
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 3 qtrs
Ranmore Fund Management Ltd is an asset manager that reported 26 positions worth $900.6M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were The Cigna Group (CI, 7.0%), Godaddy Inc (GDDY, 6.9%), Universal Hlth Svcs Inc (UHS, 6.7%).
Ranmore Fund Management Ltd holdings all 26 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| CIThe Cigna Group | 7.0% | +14.8% | $63.3M |
| GDDYGodaddy Inc | 6.9% | -3.8% | $62.1M |
| UHSUniversal Hlth Svcs Inc | 6.7% | -9.2% | $60.1M |
| STZConstellation Brands Inc | 6.2% | — | $55.4M |
| VIPSVipshop Holdings Ltd | 5.8% | +7.8% | $51.9M |
| SBHSally Beauty Hldgs Inc | 5.7% | +5.2% | $51.7M |
| INTUIntuit | 5.5% | +20.0% | $49.6M |
| ADBEAdobe Inc | 5.3% | +2.6% | $48.0M |
| METAMeta Platforms Inc | 5.2% | +8.3% | $47.1M |
| HRBBlock H & R Inc Com | 4.9% | -23.2% | $43.9M |
| CMCSAComcast Corp New | 4.0% | -33.6% | $35.9M |
| DECKDeckers Outdoor Corp | 3.8% | — | $34.0M |
| BKNGBooking Holdings Inc | 3.6% | — | $32.6M |
| ONONOn Hldg AG | 3.6% | — | $32.3M |
| LENLennar Corp | 3.5% | — | $31.4M |
| MTCHMatch Group Inc. | 3.1% | -30.0% | $28.1M |
| PDDPdd Holdings Inc | 3.1% | +20.0% | $28.1M |
| SNAPSnap Inc | 2.9% | +20.0% | $25.9M |
| XRAYDentsply Sirona Inc | 2.8% | +7.7% | $24.8M |
| TIMBTim S A | 2.1% | — | $19.2M |
| KSPIKaspi Kz Jsc | 2.1% | -67.7% | $18.8M |
| MMSMaximus Inc | 1.7% | — | $15.5M |
| EXPEExpedia Group Inc | 1.6% | -75.8% | $14.5M |
| DOXAmdocs Ltd | 1.3% | — | $11.4M |
| GRVYGravity Co Ltd | 0.8% | -18.8% | $7.6M |
| CCUCompania Cervecerias Unidas | 0.8% | — | $7.3M |
What Ranmore Fund Management Ltd bought and sold in Q3 2026, against Q2 2026.
New positions
- STZ Constellation Brands Inc6.2% of 13F
- DECK Deckers Outdoor Corp3.8% of 13F
- BKNG Booking Holdings Inc3.6% of 13F
- ONON On Hldg AG3.6% of 13F
- LEN Lennar Corp3.5% of 13F
- TIMB Tim S A2.1% of 13F
- MMS Maximus Inc1.7% of 13F
- DOX Amdocs Ltd1.3% of 13F
Added to
- INTU Intuit+20.0% shares
- PDD Pdd Holdings Inc+20.0% shares
- SNAP Snap Inc+20.0% shares
- CI The Cigna Group+14.8% shares
- META Meta Platforms Inc+8.3% shares
- VIPS Vipshop Holdings Ltd+7.8% shares
- XRAY Dentsply Sirona Inc+7.7% shares
- SBH Sally Beauty Hldgs Inc+5.2% shares
Reduced
- EXPE Expedia Group Inc-75.8% shares
- KSPI Kaspi Kz Jsc-67.7% shares
- CMCSA Comcast Corp New-33.6% shares
- MTCH Match Group Inc.-30.0% shares
- HRB Block H & R Inc Com-23.2% shares
- GRVY Gravity Co Ltd-18.8% shares
- UHS Universal Hlth Svcs Inc-9.2% shares
Sold out
- FDS Factset Resh Sys Incwas 5.7%
- ZTS Zoetis Incwas 4.3%
- TAP Molson Coors Beverage Cowas 3.9%
- TME Tencent Music Entmt Groupwas 3.0%
- REGN Regeneron Pharmaceuticalswas 2.1%
- LKQ Lkq Corpwas 1.5%
Share counts compared with the Q2 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +23.4% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $900.6M | 26 |
| Q2 2026 | $903.0M | 23 |
| Q1 2026 | $757.0M | 20 |
| Q4 2025 | $582.7M | 18 |
| Q3 2025 | $369.2M | 14 |
| Q2 2025 | $250.8M | 14 |
| Q1 2025 | $167.3M | 15 |
| Q4 2024 | $107.9M | 14 |
Questions about Ranmore Fund Management Ltd's portfolio
What stocks does Ranmore Fund Management Ltd own?
Ranmore Fund Management Ltd's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 26 positions worth $900.6M. The largest are The Cigna Group (CI) at 7.0%, Godaddy Inc (GDDY) at 6.9%, Universal Hlth Svcs Inc (UHS) at 6.7%, Constellation Brands Inc (STZ) at 6.2% and Vipshop Holdings Ltd (VIPS) at 5.8%.
What did Ranmore Fund Management Ltd buy last quarter?
In Q3 2026, Ranmore Fund Management Ltd added a new position in Constellation Brands Inc (STZ), a new position in Deckers Outdoor Corp (DECK), a new position in Booking Holdings Inc (BKNG), a new position in On Hldg AG (ONON), a new position in Lennar Corp (LEN), Intuit (INTU) (+20.0% shares), Pdd Holdings Inc (PDD) (+20.0% shares) and Snap Inc (SNAP) (+20.0% shares), compared with its Q2 2026 filing.
What did Ranmore Fund Management Ltd sell last quarter?
In Q3 2026, Ranmore Fund Management Ltd sold all of Factset Resh Sys Inc (FDS), sold all of Zoetis Inc (ZTS), sold all of Molson Coors Beverage Co (TAP), sold all of Tencent Music Entmt Group (TME), sold all of Regeneron Pharmaceuticals (REGN), Expedia Group Inc (EXPE) (-75.8% shares), Kaspi Kz Jsc (KSPI) (-67.7% shares) and Comcast Corp New (CMCSA) (-33.6% shares), compared with its Q2 2026 filing.
When is Ranmore Fund Management Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Ranmore Fund Management Ltd's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.