13F HOLDINGS REPORT
Alfreton Capital LLP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000902664-24-005103
Total Value
$242.2M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 440,000 | $80.1M | 33.10% |
| 2 | PROCORE TECHNOLOGIES INC | PCOR | 850,000 | $56.4M | 23.28% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 98,128 | $50.5M | 20.86% |
| 4 | FERGUSON PLC NEW | G3421J106 | 170,000 | $32.9M | 13.59% |
| 5 | CCC INTELLIGENT SOLUTIONS HL | CCC | 2,000,000 | $22.2M | 9.18% |