Alfreton Capital LLP — 13F Holdings & Portfolio
CIK 1873435 · latest 13F-HR filed 2026-08-11
Alfreton Capital LLP manages $398.6M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are V (28.92%), WSE (21.34%), CACC (14.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 0; 2 existing positions rose in reported value and 1 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-11
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jun 22, 2026.
RADLETT, HERTFORDSHIRE WD7 7AJ
United Kingdom
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ABRAHAMS, DANIEL, JONATHAN Control | MANAGING PARTNER since Jan 2013 | 50–75% | Individual |
| ALFRETON CAPITAL MANAGEMENT LIMITED Control | CORPORATE PARTNER since Mar 2017 | 10–25% | Foreign Entity |
| MORRALL, ANDREA, LOUISE Control | CHIEF EXECUTIVE AND COMPLIANCE OFFICER since Apr 2021 | Less than 5% | Individual |
| STONE, CHARLES, MCLAUGHLIN Control | PARTNER since Jan 2017 | 25–50% | Individual |
| Turland, Chris Control | CHIEF OPERATING OFFICER since Dec 2025 | Less than 5% | Individual |
Ownership & leadership changes · 3 filings with changes since Apr 24, 2017
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedCOCKBURN, DAVID, CHRISTOPHER LESLIE · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Jan 2018
- AddedTurland, Chris · CHIEF OPERATING OFFICER · Less than 5% · control person
- AddedMORRALL, ANDREA, LOUISE · CHIEF EXECUTIVE AND COMPLIANCE OFFICER · Less than 5% · control person
- ChangedCOCKBURN, DAVID, CHRISTOPHER LESLIE · title CHIEF OPERATING AND COMPLIANCE OFFICER → CHIEF OPERATING OFFICER
- No longer listedMEHIGAN, AIDAN, JOHN · PARTNER · Less than 5% · control person · listed since Mar 2015
- AddedCOCKBURN, DAVID, CHRISTOPHER LESLIE · CHIEF OPERATING AND COMPLIANCE OFFICER · Less than 5% · control person
- ListedABRAHAMS, DANIEL, JONATHAN · MANAGING PARTNER · 50–75% · control person
- ListedALFRETON CAPITAL MANAGEMENT LIMITED · CORPORATE PARTNER · 10–25% · control person
- ListedMEHIGAN, AIDAN, JOHN · PARTNER · Less than 5% · control person
- ListedSTONE, CHARLES, MCLAUGHLIN · PARTNER · 25–50% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Alfreton Capital LLP Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VISA INC | V | 92826C839 | $115.3M | 28.92% | 336,000 | SH |
| 2 | WISE GROUP PLC | WSE | G9723Y105 | $85.0M | 21.34% | 7,090,000 | SH |
| 3 | CREDIT ACCEP CORP MICH | CACC | 225310101 | $57.3M | 14.38% | 90,000 | SH |
| 4 | VEEVA SYS INC | VEEV | 922475108 | $53.2M | 13.36% | 300,000 | SH |
| 5 | CCC INTELLIGENT SOLUTIONS HL | CCC | 12510Q100 | $49.0M | 12.30% | 9,500,000 | SH |
| 6 | S&P GLOBAL INC | SPGI | 78409V104 | $38.7M | 9.71% | 95,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $398.6M | 6 | 0001873435-26-000008 |
| 2026-03-31 | 2026-05-14 | $308.0M | 5 | 0001873435-26-000006 |
| 2025-12-31 | 2026-02-10 | $237.6M | 4 | 0001873435-26-000002 |
| 2025-09-30 | 2025-11-06 | $231.4M | 4 | 0001873435-25-000011 |
RADLETT, HERTFORDSHIRE, X0 WD7 7AJ