Q1 2024 · 13F-HR
Alfreton Capital LLPholdings as filed
Filed 2024-05-15 · accession 0000902664-24-003590
$221.9M
Reported value
5
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $69.4M | 31.3% | 460,000 | Common | SOLE |
| G3421J106 | FERG1GBX | FERGUSON PLC NEW | $55.7M | 25.1% | 255,000 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $44.1M | 19.9% | 80,000 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $28.8M | 13.0% | 350,000 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $23.9M | 10.8% | 2,000,000 | 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.