13F HOLDINGS REPORT
Alfreton Capital LLP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000902664-24-003590
Total Value
$221.9M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 460,000 | $69.4M | 31.28% |
| 2 | FERGUSON PLC NEW | G3421J106 | 255,000 | $55.7M | 25.10% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 80,000 | $44.1M | 19.88% |
| 4 | PROCORE TECHNOLOGIES INC | PCOR | 350,000 | $28.8M | 12.96% |
| 5 | CCC INTELLIGENT SOLUTIONS HL | CCC | 2,000,000 | $23.9M | 10.78% |