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Portfolio (Quarterly) Guide ↗

Alfreton Capital LLP

· CIK 0001873435
13F Portfolio $399M AUM 6 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 2 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CACC CREDIT ACCEP CORP MICH Financial Services 90,000.0 $57.3M 14.38% -25K -21.7% $636.74 -5.7%
2 CCC CCC INTELLIGENT SOLUTIONS HL Technology 9,500,000.0 $49.0M 12.30% -1.3M -11.9% $5.16 +47.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 67.4%
Healthcare 17.0%
Technology 15.6%