Prevatt Capital LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Prevatt Capital LTD disclosed 11 US equity positions worth $371.1m in its Q1 2026 13F filing. The largest position was CARG at 22.7% of the reported book, followed by CME and GTX.
What did Prevatt Capital LTD own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CARG CARGURUS INC | Communication Services | 22.7% | $84.3m | 2,475,000 | – | |
| 2 | CME CME GROUP INC | Financial Services | 12.9% | $47.8m | 162,000 | – | |
| 3 | GTX GARRETT MOTION INC | Consumer Cyclical | 11.0% | $40.9m | 2,250,000 | – | |
| 4 | BKNG BOOKING HLDGS INC | Consumer Cyclical | 9.8% | $36.5m | 8,680 | – | |
| 5 | PHIN PHINIA INC | Consumer Cyclical | 7.0% | $26.0m | 380,000 | – | |
| 6 | LYFT LYFT INC | Technology | 6.8% | $25.3m | 1,900,000 | – | |
| 7 | CPRT COPART INC | Industrials | 6.3% | $23.2m | 700,000 | – | |
| 8 | PAYX PAYCHEX INC | Technology | 6.1% | $22.6m | 245,000 | – | |
| 9 | HRB BLOCK H & R INC | Consumer Cyclical | 6.1% | $22.5m | 710,000 | – | |
| 10 | CARR CARRIER GLOBAL CORP | Industrials | 6.0% | $22.2m | 395,000 | – | |
| 11 | V VISA INC | Financial Services | 5.3% | $19.6m | 65,000 | – |
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.