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13F holdings · Q2 2026

Alfreton Capital

Radlett, Hertfordshire, X0 · files as Alfreton Capital LLP
Holdings as of Jun 30, 2026Filed Aug 11, 2026Next filing due Nov 16, 2026CIK 1873435

Alfreton Capital reported 6 stocks worth $399M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are V (28.9%), WSE (21.3%) and CACC (14.4%). Compared with Q1 2026, the fund opened new positions in WSE and trimmed CACC and CCC.

Reported value$399M+29.4% vs last quarter
Stocks held61 new · 0 sold out
Top 5 weight90.3%very concentrated
Turnover27%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
V
Visa Inc
$115M28.9%336KNo change7 of 8
2
WSE
Wise Group PLC Ord Shs Class A
$85M21.3%7.1MNew position1 of 8
3
CACC
Credit Accep Corp Mich
$57.3M14.4%90K−25K (−22%)8 of 8
4
VEEV
Veeva Sys Inc Class Class A
$53.2M13.4%300KNo change3 of 8
5
CCC
Ccc Intelligent Solutions HL
$49M12.3%9.5M−1.3M (−12%)8 of 8
6
SPGI
S&P Global Inc
$38.7M9.7%95KNo change2 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$216MQ3 '24
$278MQ4 '24
$315MQ1 '25
$345MQ2 '25
$231MQ3 '25
$238MQ4 '25
$308MQ1 '26
$399MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 11, 202613F-HRQ2 2026SEC filing ↗

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Alfreton Capital 13F FAQ

What does Alfreton Capital own?

Alfreton Capital reported 6 stocks worth $399M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are V (28.9%), WSE (21.3%) and CACC (14.4%). The table above lists every position in the filing (the top 10 without an account).

What did Alfreton Capital buy and sell in Q2 2026?

Compared with Q1 2026: 1 new positions, 0 added to, 2 trimmed and 0 sold out. New positions include WSE.

When will Alfreton Capital file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Alfreton Capital's portfolio worth?

The Q2 2026 filing reports $399M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.