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Alfreton Capital LLP
Alfreton Capital LLP is a UK-based hedge fund manager headquartered in Radlett, Hertfordshire, founded in 2013 by Dan Abrahams and Charlie Stone after spinning out of Praxient Capital. The firm has a research-intensive, bottoms-up approach to value investing in developed market equities and manages a concentrated, high-conviction portfolio, primarily serving institutional clients and endowments. It is a relatively small team, managing several hundred million in assets.
Investment Strategy
Alfreton Capital deploys a research-intensive, fundamental, bottoms-up investing approach. The team looks globally for what they believe to be the best investment opportunities, focusing primarily on value opportunities in developed markets, including both US and European equities. The portfolio is highly concentrated, typically holding a small number of high-conviction positions that may each represent a significant share of assets. Their strategy aims to identify undervalued companies through detailed, fundamental company analysis.
Latest 13F Filing Activity
Alfreton Capital LLP filed their most recent 13F report on Jun 30, 2025 disclosing 5 equity positions with a total 13F market value of $345M. The fund increased holdings in CCC Intelligent Solutions HL, Cloudflare Inc., Visa Inc. among other positions. Alfreton Capital LLP reduced exposure to Alphabet Inc., Procore Technologies Inc., Credit Accep Corp. Mich among others.
Top Holdings
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CACC | CREDIT ACCEP CORP MICH | 27.62% | $95.2M | 186,826 | $471.50 | $509.43 | -$2.9M |
N NET | CLOUDFLARE INC | 22.73% | $78.3M | 400,000 | $112.69 | $195.83 | +$29.9M |
V V | VISA INC | 20.61% | $71.0M | 200,000 | $319.94 | $355.05 | +$7.9M |
C CCCS | CCC INTELLIGENT SOLUTIONS HL | 19.12% | $65.9M | 7,000,000 | $9.85 | $9.41 | +$52.7M |
P PCOR | PROCORE TECHNOLOGIES INC | 9.93% | $34.2M | 500,000 | $72.01 | $68.42 | -$3.8M |
Industry Allocation
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