Prevatt Capital LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Prevatt Capital LTD disclosed 12 US equity positions worth $461.2m in its Q2 2026 13F filing. The largest position was CARG at 19.0% of the reported book, followed by GTX and CME. Against the Q1 2026 filing, it opened 1 new position, added to 5 and reduced 1 among the top 12 holdings.
What did Prevatt Capital LTD own in Q2 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CARG CARGURUS INC | Communication Services | 19.0% | $87.8m | 2,575,000 | 4% | added |
| 2 | GTX GARRETT MOTION INC | Consumer Cyclical | 14.9% | $68.8m | 1,900,000 | -16% | reduced |
| 3 | CME CME GROUP INC | Financial Services | 10.2% | $47.3m | 214,000 | 32% | added |
| 4 | BKNG BOOKING HLDGS INC | Consumer Cyclical | 8.4% | $38.7m | 217,000 | 2400% | added |
| 5 | LYFT LYFT INC | Technology | 7.1% | $32.9m | 2,250,000 | 18% | added |
| 6 | PHIN PHINIA INC | Consumer Cyclical | 6.8% | $31.3m | 380,000 | 0% | held |
| 7 | CARR CARRIER GLOBAL CORP | Industrials | 6.3% | $29.0m | 395,000 | 0% | held |
| 8 | VEEV VEEVA SYS INC | Healthcare | 6.2% | $28.4m | 160,000 | – | new |
| 9 | HRB BLOCK H & R INC | Consumer Cyclical | 5.9% | $27.0m | 710,000 | 0% | held |
| 10 | PAYX PAYCHEX INC | Technology | 5.2% | $24.1m | 245,000 | 0% | held |
| 11 | CPRT COPART INC | Industrials | 5.1% | $23.7m | 840,000 | 20% | added |
| 12 | V VISA INC | Financial Services | 4.8% | $22.3m | 65,000 | 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.