1y return+11.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $127 against $157 in the S&P 500.2
Prevatt Capital LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CARGCargurus Inc | $87.8M | 19.0% | +4.0% |
| GTXGarrett Motion Inc | $68.8M | 14.9% | −15.6% |
| CMECme Group Inc | $47.3M | 10.2% | +32.1% |
| BKNGBooking Hldgs Inc | $38.7M | 8.4% | |
| LYFTLyft Inc | $32.9M | 7.1% | +18.4% |
| PHINPhinia Inc | $31.3M | 6.8% | |
| CARRCarrier Global Corp | $29.0M | 6.3% | |
| VEEVVeeva Sys Inc | $28.4M | 6.2% | New |
| HRBBlock H & R Inc | $27.0M | 5.9% | |
| PAYXPaychex Inc | $24.1M | 5.2% | |
| CPRTCopart Inc | $23.7M | 5.1% | +20.0% |
| VVisa Inc | $22.3M | 4.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GTXGarrett Motion Inc | December 31, 2023 | +274.7% | $68.8M |
| CARGCargurus Inc | December 31, 2023 | +41.1% | $87.8M |
| CARRCarrier Global Corp | December 31, 2025 | +38.8% | $29.0M |
| VVisa Inc | December 31, 2023 | +31.8% | $22.3M |
| PHINPhinia Inc | December 31, 2025 | +31.4% | $31.3M |
| BKNGBooking Hldgs Inc | December 31, 2023 | +25.6% | $38.7M |
| LYFTLyft Inc | March 31, 2026 | +9.8% | $32.9M |
| PAYXPaychex Inc | March 31, 2026 | +6.7% | $24.1M |
| CMECme Group Inc | December 31, 2023 | +4.9% | $47.3M |
| HRBBlock H & R Inc | December 31, 2023 | −21.3% | $27.0M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.6% | +14.8% |
| March 31, 2026 | −5.3% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +1.5% | +7.8% |
| June 30, 2025 | +7.3% | +10.5% |
| March 31, 2025 | −6.1% | −4.6% |
| December 31, 2024 | +1.1% | +2.1% |
| September 30, 2024 | +10.5% | +5.4% |
| June 30, 2024 | −3.6% | +4.0% |
| March 31, 2024 | +4.8% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Prevatt Capital Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2009520&type=13F-HR&dateb=&owner=include&count=40CIK 2009520
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2009520/000200952026000004/Filed August 14, 2026 · accession 0002009520-26-000004