2026 Q3 Portfolio Activity
In 2026 Q3, Alfreton Capital LLP maintained a portfolio of 6 distinct positions. They heavily accumulated shares in S&P GLOBAL INC, increasing the position by 26.3%. The fund also reduced its exposure to WISE GROUP PLC by 43.6%.
Position History
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Total Positions
6
Quarter
2026 Q3
Top Holding
V (28.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
Alfreton Capital LLP Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
V
VISA INC
|
Financial Services | 28.57% | 28.92% |
#1
Prev: #1
|
6.5 |
—
|
-36,000 | -10.7% |
P
S
|
300,000 | $107,799,000 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 21.18% | 13.36% |
#2
2
Prev: #4
|
6.0 |
—
|
-20,000 | -6.7% |
P
S
|
280,000 | $79,926,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CCCS
CCC INTELLIGENT...
|
Unknown | 15.71% | 12.30% |
#3
2
Prev: #5
|
5.5 |
—
|
-600,000 | -6.3% |
P
S
|
8,900,000 | $59,274,000 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 12.54% | 9.71% |
#4
2
Prev: #6
|
7.0 |
—
|
25,000 | 26.3% |
P
S
|
120,000 | $47,336,400 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
N/A
WISE GROUP PLC
|
|
Unknown | 12.15% | 21.34% |
#5
3
Prev: #2
|
4.5 |
—
|
-3,090,000 | -43.6% |
P
S
|
4,000,000 | $45,844,317 | — | 13F Filing | 2026-09-30 | 2026-11-12 | ||
|
CACC
CREDIT ACCEP CO...
|
Financial Services | 9.85% | 14.38% |
#6
3
Prev: #3
|
3.9 |
—
|
-20,000 | -22.2% |
P
S
|
70,000 | $37,170,000 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 |
Showing 1-6 of 6 holdings