Alfreton Capital LLP
Alfreton Capital LLP reported 6 US-listed holdings worth $398.6 million in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: Visa Inc. (28.9%), Wise Group PLC Ord SHS Class A (21.3%) and Credit Acceptance Corp. (14.4%). Against the quarter before, it opened 1 position, added to 0, trimmed 2 and sold out of 0.
The 6 largest of its 6 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +7.2% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Wise Group PLC Ord SHS Class A WSE$85.0 million
Trimmed 2
- Credit Acceptance Corp. CACC-25,000 shares · -22%
- CCC Intelligent Solutions HL CCC-1.3 million shares · -12%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Visa Inc. V | 336.0K | $115.3 million | 28.92% | no change |
| Wise Group PLC Ord SHS Class A WSE | 7.1M | $85.0 million | 21.34% | new |
| Credit Acceptance Corp. CACC | 90.0K | $57.3 million | 14.38% | -25.0K |
| Veeva Systems Inc. VEEV | 300.0K | $53.2 million | 13.36% | no change |
| CCC Intelligent Solutions HL CCC | 9.5M | $49.0 million | 12.30% | -1.3M |
| S&P Global Inc. SPGI | 95.0K | $38.7 million | 9.71% | no change |