Prevatt Capital Ltd

CIK 2009520 · View on SEC EDGAR ↗

Portfolio value
$461.2M
#3,992 of 9,443 by 13F value · top 42.3%
Positions
12
As of
June 30, 2026

Portfolio value QoQ: +24.3% 13F does not disclose cash

Top 10 holdings weight
90.03%
Top 25 holdings weight
100.00%
Positions above 1%
12
Effective number of positions
9.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 3.05% Est. buys $89,478,417 · sells $12,680,500

Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 54.5% still held

New positions
1
Increased
5
Decreased
1
Closed
2
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+5.4%
S&P 500 total return (same window)
+28.1%
Excess return
-22.7%

Annualized: +3.6% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 98.6% · Options excluded: 0.4%

Sector breakdown

Consumer Discretionary
30.1%
Industrials
23.8%
Communication Services
19.0%
Financial Services
15.1%
Health Care
6.2%
Diversified Consumer Services
5.9%

Full portfolio 12 positions

Type Streak 8Q trend
CARG CarGurus, Inc. - Class A Common Stock $87,781,750 19.03% 2,575,000 $3,508,000 Up ×6
GTX Garrett Motion Inc. - Common Stock $68,837,000 14.93% 1,900,000 $27,954,500 Down ×4
CME CME Group Inc. - Class A Common Stock $47,257,620 10.25% 214,000 $-589,080 Up ×1
BKNG Booking Holdings Inc. - Common Stock $38,678,080 8.39% 217,000 $2,132,502 Up ×4
LYFT Lyft, Inc. - Class A Common Stock $32,872,500 7.13% 2,250,000 $7,602,500 Up ×1
PHIN PHINIA Inc. Common Stock $31,300,600 6.79% 380,000 $5,293,400
CARR Carrier Global Corporation Common Stock $28,973,250 6.28% 395,000 $6,730,800
VEEV Veeva Systems Inc. Class A Common Stock $28,395,200 6.16% 160,000 Up ×1
HRB H&R Block, Inc. Common Stock $27,036,800 5.86% 710,000 $4,501,400
PAYX Paychex, Inc. - Common Stock $24,090,850 5.22% 245,000 $1,521,450
CPRT Copart, Inc. - Common Stock $23,679,600 5.13% 840,000 $439,600 Up ×2
V Visa Inc. $22,300,850 4.84% 65,000 $2,655,250

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
CARG $87,781,750 19.03% up ×6
BKNG $38,678,080 8.39% up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
VEEV $28,395,200 160,000 6.16%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GTX Trimmed -350K +$28.0M
LYFT Bought more +350K +$7.6M
CARR Price move only +0 +$6.7M
PHIN Price move only +0 +$5.3M
HRB Price move only +0 +$4.5M
CARG Bought more +100K +$3.5M
V Price move only +0 +$2.7M
BKNG Bought more +208K +$2.1M
PAYX Price move only +0 +$1.5M
CME Bought more +52K -$589K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
ALSN June 30, 2025 395,000 $37,789,650 33.5%
DESP March 31, 2025 1,420,000 $27,335,000 No longer tracked
SYY March 31, 2026 280,000 $20,633,200 15.3%
CP March 31, 2026 280,000 $20,616,400 21.0%
COTY June 30, 2025 3,000,000 $16,410,000 -35.9%
DEO Dec. 31, 2025 160,000 $15,268,800 6.0%
SABR Sept. 30, 2025 3,999,900 $12,639,684 18.9%
SPY Sept. 30, 2025 3,500 $2,741,500 No longer tracked