Alfreton Capital LLP

Comprehensive Analysis of Alfreton Capital LLP SEC 13F Filing

Portfolio Overview

As of the report date September 30, 2025, Alfreton Capital LLP manages a highly concentrated portfolio valued at approximately $170.67 million. This represents a significant contraction in assets under management (AUM), decreasing by 50.5% from the previous quarter's $344.60 million. The portfolio consists of only three holdings, indicating an investment strategy that prioritizes high conviction over broad div...