Pelham Capital Ltd.
- SEC CIK
- 0001654111
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 7, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 9
- 0 vs. Q3 2022
- Portfolio value
- $452.7M
- +$22.1M (+5.1%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RHRH | COM | 450,000 | $120.2M | 26.6% | +16,728+3.9% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 834,448 | $105.4M | 23.3% | −154,972−15.7% | Reduced | History |
| BBWIBath & Body Works, Inc. | COM | 1,857,704 | $78.3M | 17.3% | −538,993−22.5% | Reduced | History |
| CPRICapri Holdings Ltd | SHS | 1,121,054 | $64.3M | 14.2% | +1,121,054 | New | History |
| EXPEExpedia Group, Inc. | Stock | 537,150 | $47.1M | 10.4% | −65,333−10.8% | Reduced | History |
| SHCOSoho House & Co Inc. | COM CL A | 7,494,749 | $28.0M | 6.2% | 00.0% | Unchanged | History |
| CVNACarvana Co. | CL A | 990,621 | $4.70M | 1.0% | 00.0% | Unchanged | History |
| SKILSkillsoft Corp. | CL A | 2,633,326 | $3.42M | 0.8% | −3,304,019−55.6% | Reduced | History |
| Cazoo Group LtdG2007L105 | COM | 7,849,724 | $1.23M | 0.3% | 00.0% | Unchanged | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| BXBlackstone Inc. | COM | $23.0M | – |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| Skillsoft Corp.83066P119 | *W EXP 06/11/202 | 316,860 | $63.0K | <0.1% | – |