Alfreton Capital LLP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Alfreton Capital LLP reported 4 stock positions worth $216.3 million. Its top holding was Credit Acceptance (CACC) at 34.9% of the portfolio, followed by Alphabet Class A (GOOGL, 30.7%) and Procore Technologies (PCOR, 24.3%). Compared with Q2 2024, it sold out of 1, added to 1 and reduced 1. The biggest buy was Credit Acceptance (CACC, shares +73%) and the biggest sale an exit from Ferguson Jersey (FERG).

Most Recent 13F
Q2 2026
Location
RADLETT, HERTFORDSHIRE, X0
CIK
0001873435
Portfolio Value
$216.3M (Q3 2024)
SEC Filing
0000902664-24-006538 ↗ filed Nov 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $221.9M Q1 2024 Q2 2024: $242.2M Q2 2024 Q3 2024: $216.3M $216.3M Q3 2024 Q4 2024: $278.2M Q4 2024 Q1 2025: $314.9M Q1 2025 Q2 2025: $344.6M Q2 2025 Q3 2025: $231.4M Q3 2025 Q4 2025: $237.6M Q4 2025 Q1 2026: $308.0M Q1 2026 Q2 2026: $398.6M Q2 2026

Holdings 4 stocks · $216.3M
CACC Credit Acceptance Corp. 34.85% 170,000 $75.4M Add +73.2%
GOOGL Alphabet Inc. Class A 30.67% 400,000 $66.3M Reduce -9.1%
PCOR Procore Technologies Inc. 24.26% 850,000 $52.5M No change
CCC CCC Intelligent Solutions Ho 10.22% 2,000,000 $22.1M No change

Portfolio Sells Q2 2024 → Q3 2024
FERG Ferguson Jersey Ltd. Sold out 0.00% −13.59
GOOGL Alphabet Inc. Class A Reduce -9.1% 30.67% −2.42

Portfolio Buys Q2 2024 → Q3 2024
CACC Credit Acceptance Corp. Add +73.2% 34.85% +14.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$398.6MV, WSE, CACC, VEEV, CCC
Q1 2026 5$308.0MV, CCC, VEEV, CACC, SPGI
Q4 2025 4$237.6MV, CCC, CACC, VEEV
Q3 2025 4$231.4MV, CCC, CACC, NET
Q2 2025 5$344.6MCACC, NET, V, CCC, PCOR
Q1 2025 6$314.9MCACC, V, GOOGL, NET, PCOR
Q4 2024 5$278.2MCACC, GOOGL, V, PCOR, CCC
Q3 2024 4$216.3MCACC, GOOGL, PCOR, CCC
Q2 2024 5$242.2MGOOGL, PCOR, CACC, FERG, CCC
Q1 2024 5$221.9MGOOGL, FERG, CACC, PCOR, CCC