Pelham Capital Ltd.
- SEC CIK
- 0001654111
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 18, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 9
- −1 vs. Q2 2024
- Portfolio value
- $149.3M
- −$13.7M (−8.4%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HLTHilton Worldwide Holdings Inc. | COM | 160,629 | $37.0M | 24.8% | +10,703+7.1% | Added | History |
| GEGeneral Electric Co | Stock | 128,986 | $24.3M | 16.3% | +87,321+209.6% | Added | History |
| LINLinde PLC | Stock | 38,981 | $18.6M | 12.4% | −3,167−7.5% | Reduced | History |
| PLNTPlanet Fitness, Inc. | CL A | 208,869 | $17.0M | 11.4% | −60,125−22.4% | Reduced | History |
| ORLYO Reilly Automotive Inc | Stock | 10,714 | $12.3M | 8.3% | +2,707+33.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 68,700 | $11.9M | 8.0% | +27,946+68.6% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,789 | $10.6M | 7.1% | −27,650−55.9% | Reduced | – |
| SHCOSoho House & Co Inc. | COM CL A | 1,905,803 | $9.72M | 6.5% | −1,094,197−36.5% | Reduced | History |
| CVNACarvana Co. | CL A | 44,700 | $7.78M | 5.2% | +44,700 | New | History |
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 |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | $18.2M | – |
Sold out since Q2 2024 (2)
Positions held at the end of Q2 2024 that are gone from this filing.