Alfreton Capital LLP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Alfreton Capital LLP disclosed 4 US equity positions worth $231.4m in its Q3 2025 13F filing. The largest position was V at 29.5% of the reported book, followed by CCC and CACC. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 2 among the top 4 holdings.
What did Alfreton Capital LLP own in Q3 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | V VISA INC | Financial Services | 29.5% | $68.3m | 200,000 | 0% | held |
| 2 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 27.6% | $63.8m | 7,000,000 | 0% | held |
| 3 | CACC CREDIT ACCEP CORP MICH | Financial Services | 26.2% | $60.7m | 130,000 | -30% | reduced |
| 4 | NET CLOUDFLARE INC | Technology | 16.7% | $38.6m | 180,000 | -55% | 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.