Alfreton Capital LLP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Alfreton Capital LLP disclosed 4 US equity positions worth $237.6m in its Q4 2025 13F filing. The largest position was V at 36.9% of the reported book, followed by CCC and CACC. Against the Q3 2025 filing, it opened 1 new position, added to 2 and reduced 0 among the top 4 holdings.
What did Alfreton Capital LLP own in Q4 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | V VISA INC | Financial Services | 36.9% | $87.7m | 250,000 | 25% | added |
| 2 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 29.4% | $70.0m | 8,800,000 | 26% | added |
| 3 | CACC CREDIT ACCEP CORP MICH | Financial Services | 24.3% | $57.6m | 130,000 | 0% | held |
| 4 | VEEV VEEVA SYS INC | Healthcare | 9.4% | $22.3m | 100,000 | – | new |
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.