2026 Q2 Portfolio Activity
In 2026 Q2, Alfreton Capital LLP maintained a portfolio of 6 distinct positions. The most significant new addition was WISE GROUP PLC, now representing 21.34% of the total fund value. The fund also reduced its exposure to CREDIT ACCEP CORP MICH by 21.7%.
Position History
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Total Positions
6
Quarter
2026 Q2
Top Holding
V (28.9%)
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 Q2
| 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 | 28.92% | 32.97% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
336,000 | $115,278,240 |
$316.97
+20.4%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | ||
|
N/A
WISE GROUP PLC
|
|
Unknown | 21.34% | — |
#2
Prev: #—
|
9.0 |
—
|
7,090,000 | — |
NEW
|
7,090,000 | $85,038,965 | — | 13F Filing | 2026-06-30 | 2026-08-11 | ||
|
CACC
CREDIT ACCEP CO...
|
Financial Services | 14.38% | 15.81% |
#3
1
Prev: #4
|
5.0 |
—
|
-25,000 | -21.7% |
P
S
|
90,000 | $57,306,600 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 13.36% | 17.11% |
#4
1
Prev: #3
|
5.5 |
—
|
no change | no change |
P
S
|
300,000 | $53,241,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CCCS
CCC INTELLIGENT...
|
Unknown | 12.30% | 20.99% |
#5
3
Prev: #2
|
5.0 |
—
|
-1,278,074 | -11.9% |
P
S
|
9,500,000 | $49,020,000 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 9.71% | 13.12% |
#6
1
Prev: #5
|
4.9 |
—
|
no change | no change |
P
S
|
95,000 | $38,689,700 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 |
Showing 1-6 of 6 holdings