Alfreton Capital LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Alfreton Capital LLP disclosed 5 US equity positions worth $344.6m in its Q2 2025 13F filing. The largest position was CACC at 27.6% of the reported book, followed by NET and V. Against the Q1 2025 filing, it opened 0 new positions, added to 2 and reduced 3 among the top 5 holdings.
What did Alfreton Capital LLP own in Q2 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CACC CREDIT ACCEP CORP MICH | Financial Services | 27.6% | $95.2m | 186,826 | -2% | reduced |
| 2 | NET CLOUDFLARE INC | Technology | 22.7% | $78.3m | 400,000 | -7% | reduced |
| 3 | V VISA INC | Financial Services | 20.6% | $71.0m | 200,000 | 11% | added |
| 4 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 19.1% | $65.9m | 7,000,000 | 381% | added |
| 5 | PCOR PROCORE TECHNOLOGIES INC | Technology | 9.9% | $34.2m | 500,000 | -13% | 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.