Q1 2026 · 13F-HR
Alfreton Capital LLPholdings as filed
Filed 2026-05-14 · accession 0001873435-26-000006
$308.0M
Reported value
5
Positions
2026-03-31
Period end
The Brief · Alfreton Capital LLP · Q1 2026
AI · grounded in 13F
Alfreton Capital LLP established a new position in SPGI valued at $40.4M. The fund also increased its holdings in VEEV by 200% and V by 34.4%. Conversely, the fund trimmed its position in CACC by 11.5%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92826C839 | V | VISA INC | $101.6M | 33.0% | 336,000 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $64.7M | 21.0% | 10,778,074 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $52.7M | 17.1% | 300,000 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $48.7M | 15.8% | 115,000 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $40.4M | 13.1% | 95,000 | 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.