Alfreton Capital LLP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Alfreton Capital LLP disclosed 5 US equity positions worth $278.2m in its Q4 2024 13F filing. The largest position was CACC at 28.7% of the reported book, followed by GOOGL and V. Against the Q3 2024 filing, it opened 1 new position, added to 0 and reduced 2 among the top 5 holdings.
What did Alfreton Capital LLP own in Q4 2024? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CACC CREDIT ACCEP CORP MICH | Financial Services | 28.7% | $79.8m | 170,000 | 0% | held |
| 2 | GOOGL ALPHABET INC | Communication Services | 27.2% | $75.7m | 400,000 | 0% | held |
| 3 | V VISA INC | Financial Services | 20.4% | $56.9m | 180,000 | – | new |
| 4 | PCOR PROCORE TECHNOLOGIES INC | Technology | 17.5% | $48.7m | 650,000 | -24% | reduced |
| 5 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 6.2% | $17.1m | 1,459,831 | -27% | reduced |
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.