Pelham Capital Ltd.
- SEC CIK
- 0001654111
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 14
- −1 vs. Q3 2021
- Portfolio value
- $1.76B
- −$39.8M (−2.2%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BBWIBath & Body Works, Inc. | COM | 4,109,745 | $286.8M | 16.3% | −440,237−9.7% | Reduced | History |
| RHRH | COM | 391,461 | $209.8M | 11.9% | +92,044+30.7% | Added | History |
| CVNACarvana Co. | CL A | 884,568 | $205.0M | 11.6% | +181,350+25.8% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 1,264,321 | $197.2M | 11.2% | +152,853+13.8% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 1,051,510 | $190.0M | 10.8% | −139,973−11.7% | Reduced | History |
| URIUnited Rentals, Inc. | COM | 529,504 | $175.9M | 10.0% | +163,346+44.6% | Added | History |
| KBRKBR, Inc. | COM | 3,456,691 | $164.6M | 9.3% | −850,467−19.7% | Reduced | History |
| FERGFerguson Enterprises Inc. | SHS | 675,241 | $121.1M | 6.9% | +675,241 | New | History |
| SHCOSoho House & Co Inc. | COM CL A | 6,364,506 | $81.3M | 4.6% | +1,768,206+38.5% | Added | History |
| SKILSkillsoft Corp. | CL A | 5,200,322 | $47.6M | 2.7% | +881,179+20.4% | Added | History |
| Cazoo Group LtdG2007L105 | COM | 6,000,000 | $36.2M | 2.1% | 00.0% | Unchanged | – |
| RBARB Global Inc. | COM | 496,001 | $30.4M | 1.7% | −1,097,586−68.9% | Reduced | History |
| AMBPArdagh Metal Packaging S.A. | SHS | 1,889,225 | $17.1M | 1.0% | 00.0% | Unchanged | History |
| Skillsoft Corp.83066P119 | *W EXP 06/11/202 | 326,010 | $619.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2021 (2)
Positions held at the end of Q3 2021 that are gone from this filing.