Ranmore Fund Management (Sean Peche) reported 23 equity positions with a combined reported value of $903.0M in its Q2 2026 Form 13F filing. The ten largest of those positions account for 59.9%of the filing’s reported value.
| # | Security | CUSIP | Class | Reported value | Shares | Weight |
|---|---|---|---|---|---|---|
| 1 | COMCAST CORP NEW | 20030N101 | CL A | $61.0M | 2.48M | 6.75% |
| 2 | EXPEDIA GROUP INC | 30212P303 | COM NEW | $58.2M | 228K | 6.45% |
| 3 | GODADDY INC | 380237107 | CL A | $57.4M | 676K | 6.35% |
| 4 | UNIVERSAL HLTH SVCS INC | 913903100 | CL B | $56.5M | 380K | 6.26% |
| 5 | THE CIGNA GROUP | 125523100 | COM | $56.0M | 203K | 6.20% |
| 6 | KASPI KZ JSC | 48581R205 | SPONSORED ADS | $53.7M | 620K | 5.95% |
| 7 | BLOCK H & R INC | 093671105 | COM | $53.3M | 1.40M | 5.90% |
| 8 | FACTSET RESH SYS INC | 303075105 | COM | $51.5M | 224K | 5.71% |
| 9 | VIPSHOP HLDGS LTD | 92763W103 | SPONSORED ADS A | $51.1M | 3.85M | 5.65% |
| 10 | SALLY BEAUTY HLDGS INC | 79546E104 | COM | $42.4M | 3.00M | 4.69% |
The full 23-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.
Open Fund TrackerRock Group holds Ranmore Fund Management (Sean Peche)’s 13F filings for Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.
Browse all 13F filers on file, or read the Fund Tracker documentation for what Form 13F does and does not disclose.