Prevatt Capital Ltd — 13F Holdings & Portfolio

CIK 2009520 · latest 13F-HR filed 2026-04-27

Prevatt Capital Ltd manages $371.1M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CARG (22.71%), CME (12.89%), GTX (11.02%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 5, and trimmed 3.

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.

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AUM

$371.1M

Long-equity book

Holdings

11

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+2 / −2 / ↑5 / ↓3

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BLOCK H & R INC$7.3M +47.7%
  • COPART INC$6.6M +39.7%
  • CARRIER GLOBAL CORP$6.4M +40.3%
  • PHINIA INC$5.9M +29.6%
  • CME GROUP INC$3.6M +8.2%
Show all 5

Top Trims

  • GARRETT MOTION INC-$5.3M -11.5%
  • VISA INC-$3.2M -13.8%
  • BOOKING HLDGS INC-$2.5M -6.5%
Show all 3

New Positions

  • LYFT INC$25.3M
  • PAYCHEX INC$22.6M
Show all 2

Exited Positions

  • SYSCO CORP$20.6M
  • CANADIAN PACIFIC KANSAS CITY LTD$20.6M
Show all 2
All Holdings

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 CARGURUS INC CARG 141788109 $84.3M 22.71% 2,475,000 SH
2 CME GROUP INC CME 12572Q105 $47.8M 12.89% 162,000 SH
3 GARRETT MOTION INC GTX 366505105 $40.9M 11.02% 2,250,000 SH
4 BOOKING HLDGS INC BKNG 09857L108 $36.5M 9.85% 8,680 SH
5 PHINIA INC PHIN 71880K101 $26.0M 7.01% 380,000 SH
6 LYFT INC LYFT 55087P104 $25.3M 6.81% 1,900,000 SH
7 COPART INC CPRT 217204106 $23.2M 6.26% 700,000 SH
8 PAYCHEX INC PAYX 704326107 $22.6M 6.08% 245,000 SH
9 BLOCK H & R INC HRB 093671105 $22.5M 6.07% 710,000 SH
10 CARRIER GLOBAL CORP CARR 14448C104 $22.2M 5.99% 395,000 SH
11 VISA INC V 92826C839 $19.6M 5.29% 65,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $371.1M 11 0002009520-26-000003
2025-12-31 2026-02-17 $345.7M 11 0002009520-26-000002