Pelham Capital Ltd.
- SEC CIK
- 0001654111
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 17, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 11
- −3 vs. Q4 2021
- Portfolio value
- $922.6M
- −$841.1M (−47.7%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BBWIBath & Body Works, Inc. | COM | 3,486,440 | $166.7M | 18.1% | −623,305−15.2% | Reduced | History |
| RHRH | COM | 393,080 | $128.2M | 13.9% | +1,619+0.4% | Added | History |
| CVNACarvana Co. | CL A | 990,621 | $118.2M | 12.8% | +106,053+12.0% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 602,483 | $117.9M | 12.8% | −449,027−42.7% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 755,673 | $114.7M | 12.4% | −508,648−40.2% | Reduced | History |
| KBRKBR, Inc. | COM | 1,561,971 | $85.5M | 9.3% | −1,894,720−54.8% | Reduced | History |
| FERGFerguson Enterprises Inc. | SHS | 537,207 | $72.0M | 7.8% | −138,034−20.4% | Reduced | History |
| SHCOSoho House & Co Inc. | COM CL A | 8,516,473 | $66.1M | 7.2% | +2,151,967+33.8% | Added | History |
| SKILSkillsoft Corp. | CL A | 5,200,322 | $31.4M | 3.4% | 00.0% | Unchanged | History |
| Cazoo Group LtdG2007L105 | COM | 7,849,724 | $21.7M | 2.3% | +1,849,724+30.8% | Added | – |
| Skillsoft Corp.83066P119 | *W EXP 06/11/202 | 326,010 | $378.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2021 (3)
Positions held at the end of Q4 2021 that are gone from this filing.