Prevatt Capital Ltd

Fundamental concentrated ★Highest signal CIK 2009520
League rank
#486
in Fundamental concentrated · #1748 overall
Long book
$371.1M
Q1 2026
Positions
11
Top-10 weight
95%
concentration
Last quarter
+14.6%
SPY +14.8%
Turnover
31%
of book per quarter

Strategy in plain words

auto-generated from filings

Prevatt Capital Ltd is a concentrated fundamental stock-picker, running a $371.1M US long book across 11 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: CARGURUS INC, CME GROUP INC, GARRETT MOTION INC, BOOKING HOLDINGS INC, PHINIA INC.

Over the last 9 quarters its long book ran on average 1.6pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-3.1%
Q2 2024
+11.2%
Q3 2024
+1.6%
Q4 2024
-6.0%
Q1 2025
+7.7%
Q2 2025
+1.8%
Q3 2025
+2.9%
Q4 2025
-4.8%
Q1 2026
+14.6%

Sector allocation

Industrials
34%
Services media
24%
Technology
23%
Financials
13%
Consumer discretionary
6%

Long book by quarter

$295.1M
Q1 2024
$317.4M
Q2 2024
$300.8M
Q3 2024
$342.1M
Q4 2024
$303.9M
Q1 2025
$288.8M
Q2 2025
$294.2M
Q3 2025
$345.7M
Q4 2025
$371.1M
Q1 2026

What does Prevatt Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
CARG CARGURUS INCTechnology2.5M$84.3M22.7%+12.5%
CME CME GROUP INCFinancials162.0K$47.8M12.9%Held
GTX GARRETT MOTION INCIndustrials2.3M$40.9M11.0%-15.1%
BKNG BOOKING HOLDINGS INCIndustrials8.7K$36.5M9.8%+18.9%
PHIN PHINIA INCIndustrials380.0K$26.0M7.0%+18.8%
LYFT LYFT INC-AServices media1.9M$25.3M6.8%New
CPRT COPART INCConsumer discretionary700.0K$23.2M6.3%+64.7%
PAYX PAYCHEX INCServices media245.0K$22.6M6.1%New
HRB H&R BLOCK INCServices media710.0K$22.5M6.1%+102.9%
CARR CARRIER GLOBAL CORPIndustrials395.0K$22.2M6.0%+31.7%
V VISA INC-CLASS A SHARESServices media65.0K$19.6M5.3%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 27, 202611$371.1M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202611$345.7M canonicalSEC ↗
Q3 202513F-HRNov 13, 20259$294.2M canonicalSEC ↗
Q2 202513F-HRAug 14, 202511$291.5M canonicalSEC ↗
Q1 202513F-HRMay 15, 202512$303.9M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202513$347.3M canonicalSEC ↗
Q3 202413F-HRNov 14, 202413$303.9M canonicalSEC ↗
Q2 202413F-HRAug 14, 202415$320.8M canonicalSEC ↗
Q1 202413F-HRMay 15, 202415$296.6M canonicalSEC ↗