Alfreton Capital LLP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Alfreton Capital LLP disclosed 6 US equity positions worth $314.9m in its Q1 2025 13F filing. The largest position was CACC at 31.2% of the reported book, followed by V and GOOGL. Against the Q4 2024 filing, it opened 1 new position, added to 1 and reduced 2 among the top 6 holdings.
What did Alfreton Capital LLP own in Q1 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CACC CREDIT ACCEP CORP MICH | Financial Services | 31.2% | $98.1m | 190,000 | 12% | added |
| 2 | V VISA INC | Financial Services | 20.0% | $63.1m | 180,000 | 0% | held |
| 3 | GOOGL ALPHABET INC | Communication Services | 17.2% | $54.1m | 350,000 | -12% | reduced |
| 4 | NET CLOUDFLARE INC | Technology | 15.4% | $48.5m | 430,000 | – | new |
| 5 | PCOR PROCORE TECHNOLOGIES INC | Technology | 12.1% | $38.0m | 575,000 | -12% | reduced |
| 6 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 4.2% | $13.1m | 1,455,208 | -0% | held |
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.