Pelham Capital Ltd.
- SEC CIK
- 0001654111
- Latest filing
- Aug 13, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 5, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 15
- +1 vs. Q2 2021
- Portfolio value
- $1.80B
- +$111.9M (+6.6%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BBWIBath & Body Works, Inc. | COM | 4,549,982 | $286.8M | 15.9% | +640,793+16.4% | Added | History |
| CVNACarvana Co. | CL A | 703,218 | $212.0M | 11.8% | +40,777+6.2% | Added | History |
| RHRH | COM | 299,417 | $199.7M | 11.1% | −24,459−7.6% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 1,191,483 | $195.3M | 10.8% | +1,191,483 | New | History |
| KBRKBR, Inc. | COM | 4,307,158 | $169.7M | 9.4% | +683,601+18.9% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 1,111,468 | $146.8M | 8.1% | 00.0% | Unchanged | History |
| URIUnited Rentals, Inc. | COM | 366,158 | $128.5M | 7.1% | 00.0% | Unchanged | History |
| OPTUOptimum Communications, Inc. | CL A | 5,067,072 | $105.0M | 5.8% | −1,402,829−21.7% | Reduced | History |
| RBARB Global Inc. | COM | 1,593,587 | $98.3M | 5.4% | 00.0% | Unchanged | History |
| COUPCoupa Software Inc | COM | 398,735 | $87.4M | 4.8% | −132,178−24.9% | Reduced | History |
| SHCOSoho House & Co Inc. | COM CL A | 4,596,300 | $57.2M | 3.2% | +4,596,300 | New | History |
| SKILSkillsoft Corp. | CL A | 4,319,143 | $50.5M | 2.8% | +327,616+8.2% | Added | History |
| Cazoo Group LtdG2007L105 | COM | 6,000,000 | $46.6M | 2.6% | +6,000,000 | New | – |
| AMBPArdagh Metal Packaging S.A. | SHS | 1,889,225 | $18.8M | 1.0% | +1,889,225 | New | History |
| Skillsoft Corp.83066P119 | *W EXP 06/11/202 | 326,010 | $897.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2021 (3)
Positions held at the end of Q2 2021 that are gone from this filing.