Alfreton Capital LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Alfreton Capital LLP disclosed 6 US equity positions worth $398.6m in its Q2 2026 13F filing. The largest position was V at 28.9% of the reported book, followed by WSE and CACC. Against the Q1 2026 filing, it opened 1 new position, added to 0 and reduced 2 among the top 6 holdings.
What did Alfreton Capital LLP own in Q2 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | V VISA INC | Financial Services | 28.9% | $115.3m | 336,000 | 0% | held |
| 2 | WSE WISE GROUP PLC | 21.3% | $85.0m | 7,090,000 | – | new | |
| 3 | CACC CREDIT ACCEP CORP MICH | Financial Services | 14.4% | $57.3m | 90,000 | -22% | reduced |
| 4 | VEEV VEEVA SYS INC | Healthcare | 13.4% | $53.2m | 300,000 | 0% | held |
| 5 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 12.3% | $49.0m | 9,500,000 | -12% | reduced |
| 6 | SPGI S&P GLOBAL INC | Financial Services | 9.7% | $38.7m | 95,000 | 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.