$190 Million is the total value of Alfreton Capital LLP's 4 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NET | CLOUDFLARE INC | $58,773,000 | -18.3% | 1,300,000 | 0.0% | 30.93% | -31.9% | |
| FERG | Sell | FERGUSON PLC NEW | $44,439,500 | +15.1% | 350,000 | -6.7% | 23.39% | -4.1% |
| GOOGL | ALPHABET INCcap stk cl a | $44,115,000 | -7.8% | 500,000 | 0.0% | 23.22% | -23.1% | |
| CACC | New | CREDIT ACCEP CORP MICH | $42,696,000 | – | 90,000 | +100.0% | 22.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 8 | Q3 2023 | 89.3% |
| CLOUDFLARE INC | 7 | Q3 2023 | 45.4% |
| FERGUSON PLC NEW | 7 | Q3 2023 | 24.4% |
| CREDIT ACCEP CORP MICH | 5 | Q3 2023 | 22.5% |
View Alfreton Capital LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-01-12 |
View Alfreton Capital LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.