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Pelham Capital Ltd.

SEC CIK
0001654111
Latest filing
Aug 13, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 24, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
7
0 vs. Q2 2023
Portfolio value
$209.9M
−$80.4M (−27.7%) vs. Q2 2023
Filed
Oct 24, 2023
SEC
Holdings of Pelham Capital Ltd. in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
HLTHilton Worldwide Holdings Inc.COM320,906$48.2M23.0%−242,512−43.0%ReducedHistory
PLNTPlanet Fitness, Inc.CL A735,500$36.2M17.2%+735,500NewHistory
RHRHCOM120,373$31.8M15.2%−128,950−51.7%ReducedHistory
SHCOSoho House & Co Inc.COM CL A4,189,475$29.0M13.8%−1,870,716−30.9%ReducedHistory
CSGPCostar Group, Inc.COM349,916$26.9M12.8%−271,279−43.7%ReducedHistory
RACEFerrari N.V.COM77,750$23.0M10.9%+77,750NewHistory
LINLinde PLCStock39,741$14.8M7.0%+39,741NewHistory

Sold out since Q2 2023 (3)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Pelham Capital Ltd. sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
CVNACarvana Co.CL A769,433$19.9M6.9%History
FNDFloor & Decor Holdings, Inc.CL A170,563$17.7M6.1%History
Cazoo Group LtdG2007L204COMMON STOCK265,601$313.4K0.1%–