Prevatt Capital Ltd Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Prevatt Capital Ltd disclosed 12 stock positions valued at approximately $461.20M as of quarter-end June 30, 2026. The largest holdings include CARGURUS INC, GARRETT MOTION INC, and CME GROUP INC.

Report Period
June 30, 2026
No. of Stocks
12
Portfolio Value
$461.20M
Holdings by Sector
Prevatt Capital Ltd Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
CARGURUS INC CARGConsumer Cyclical19.03%2,575,000+100,000+4.04%$87,781,750
GARRETT MOTION INC GTXConsumer Cyclical14.93%1,900,000-350,000-15.56%$68,837,000
CME GROUP INC CMEFinancial Services10.25%214,000+52,000+32.10%$47,257,620
BOOKING HLDGS INCBKNGConsumer Cyclical8.39%217,000+208,320+2400.00%$38,678,080
LYFT INCLYFTTechnology7.13%2,250,000+350,000+18.42%$32,872,500
PHINIA INCPHINConsumer Cyclical6.79%380,000--$31,300,600
CARRIER GLOBAL CORP CARRIndustrials6.28%395,000--$28,973,250
VEEVA SYS INCVEEVHealthcare6.16%160,000+160,000+100.00%$28,395,200
BLOCK H & R INC HRBConsumer Cyclical5.86%710,000--$27,036,800
PAYCHEX INCPAYXTechnology5.22%245,000--$24,090,850
COPART INC CPRTIndustrials5.13%840,000+140,000+20.00%$23,679,600
VISA INCVFinancial Services4.84%65,000--$22,300,850
Showing 12 of 12 holdings in the latest reporting period.