Q4 2023 · 13F-HR
Alfreton Capital LLPholdings as filed
Filed 2024-02-14 · accession 0000902664-24-001628
$244.4M
Reported value
5
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 18915M107 | NET | CLOUDFLARE INC | $66.6M | 27.3% | 800,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $65.7M | 26.9% | 470,000 | Common | SOLE |
| G3421J106 | FERG1GBX | FERGUSON PLC NEW | $50.2M | 20.5% | 260,000 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $46.9M | 19.2% | 88,000 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $15.1M | 6.17% | 1,324,287 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.