Alfreton Capital LLP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Alfreton Capital LLP disclosed 4 US equity positions worth $216.3m in its Q3 2024 13F filing. The largest position was CACC at 34.9% of the reported book, followed by GOOGL and PCOR.
What did Alfreton Capital LLP own in Q3 2024? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CACC CREDIT ACCEP CORP MICH | Financial Services | 34.9% | $75.4m | 170,000 | – | |
| 2 | GOOGL ALPHABET INC | Communication Services | 30.7% | $66.3m | 400,000 | – | |
| 3 | PCOR PROCORE TECHNOLOGIES INC | Technology | 24.3% | $52.5m | 850,000 | – | |
| 4 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 10.2% | $22.1m | 2,000,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.