Pelham Capital Ltd.
- SEC CIK
- 0001654111
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 26, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 14
- −1 vs. Q1 2021
- Portfolio value
- $1.69B
- +$80.6M (+5.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BBWIBath & Body Works, Inc. | COM | 3,909,189 | $281.7M | 16.7% | +879,884+29.0% | Added | History |
| OPTUOptimum Communications, Inc. | CL A | 6,469,901 | $220.9M | 13.1% | −1,599,941−19.8% | Reduced | History |
| RHRH | COM | 323,876 | $219.9M | 13.0% | 00.0% | Unchanged | History |
| CVNACarvana Co. | CL A | 662,441 | $199.9M | 11.8% | +79,240+13.6% | Added | History |
| COUPCoupa Software Inc | COM | 530,913 | $139.2M | 8.2% | +297,999+127.9% | Added | History |
| KBRKBR, Inc. | COM | 3,623,557 | $138.2M | 8.2% | +3,623,557 | New | History |
| HLTHilton Worldwide Holdings Inc. | COM | 1,111,468 | $134.1M | 7.9% | 00.0% | Unchanged | History |
| URIUnited Rentals, Inc. | COM | 366,158 | $116.8M | 6.9% | 00.0% | Unchanged | History |
| RBARB Global Inc. | COM | 1,593,587 | $94.5M | 5.6% | +1,593,587 | New | History |
| CSGPCostar Group, Inc. | COM | 1,100,340 | $91.1M | 5.4% | −985,020−47.2% | ReducedConverted for a 10-for-1 split | History |
| SKILSkillsoft Corp. | CL A | 3,991,527 | $39.3M | 2.3% | +3,991,527 | New | History |
| Gores Hldgs V Inc382864106 | COM CL A | 1,289,225 | $13.0M | 0.8% | +1,289,225 | New | – |
| LUXELuxExperience B.V. | SPONSORED ADS | 75,729 | $2.30M | 0.1% | −474,271−86.2% | Reduced | History |
| Skillsoft Corp.83066P119 | *W EXP 06/11/202 | 326,010 | $681.0K | <0.1% | +326,010 | New | – |
Sold out since Q1 2021 (6)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| QSRRestaurant Brands International Inc. | COM | 2,515,596 | $163.5M | 10.1% | History |
| FMCFMC Corp | COM NEW | 748,264 | $82.8M | 5.1% | History |
| Churchill Cap Corp II17143G106 | CL A | 3,659,327 | $36.6M | 2.3% | – |
| MRNAModerna, Inc. | Stock | 225,000 | $29.5M | 1.8% | History |
| COURCoursera, Inc. | COM | 20,000 | $900.0K | 0.1% | History |
| Churchill Cap Corp II17143G114 | *W EXP 07/02/202 | 326,010 | $479.0K | <0.1% | – |