Holders — by stockHoldings — by fund
Prevatt Capital Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2009520
$461.2M
disclosed book value
12
positions
19%
largest position share
Positions, as of 2026-06-30
top 12 of 12 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CARGCARGURUS INC | 2.6M | $87.8M | 19% |
| 2 | GTXGARRETT MOTION INC | 1.9M | $68.8M | 14.9% |
| 3 | CMECME GROUP INC | 214,000 | $47.3M | 10.2% |
| 4 | BKNGBOOKING HLDGS INC | 217,000 | $38.7M | 8.4% |
| 5 | LYFTLYFT INC | 2.3M | $32.9M | 7.1% |
| 6 | PHINPHINIA INC | 380,000 | $31.3M | 6.8% |
| 7 | CARRCARRIER GLOBAL CORP | 395,000 | $29.0M | 6.3% |
| 8 | VEEVVEEVA SYS INC | 160,000 | $28.4M | 6.2% |
| 9 | HRBBLOCK H & R INC | 710,000 | $27.0M | 5.9% |
| 10 | PAYXPAYCHEX INC | 245,000 | $24.1M | 5.2% |
| 11 | CPRTCOPART INC | 840,000 | $23.7M | 5.1% |
| 12 | VVISA INC | 65,000 | $22.3M | 4.8% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.