Pelham Capital Ltd.
- SEC CIK
- 0001654111
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 28, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 12
- +3 vs. Q3 2024
- Portfolio value
- $150.3M
- +$999.0K (+0.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HLTHilton Worldwide Holdings Inc. | COM | 118,727 | $29.3M | 19.5% | −41,902−26.1% | Reduced | History |
| GEGeneral Electric Co | Stock | 124,832 | $20.8M | 13.9% | −4,154−3.2% | Reduced | History |
| LINLinde PLC | Stock | 40,707 | $17.0M | 11.3% | +1,726+4.4% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 78,514 | $15.5M | 10.3% | +9,814+14.3% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 12,970 | $15.4M | 10.2% | +2,256+21.1% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 180,804 | $13.1M | 8.7% | +180,804 | New | History |
| MCOMoodys Corp | Stock | 16,874 | $7.99M | 5.3% | +16,874 | New | History |
| APGAPi Group Corp | COM STK | 209,612 | $7.54M | 5.0% | +209,612 | New | History |
| CRSCarpenter Technology Corp | COM | 42,960 | $7.29M | 4.9% | +42,960 | New | History |
| CVNACarvana Co. | CL A | 29,680 | $6.04M | 4.0% | −15,020−33.6% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 15,952 | $5.25M | 3.5% | +15,952 | New | History |
| SHCOSoho House & Co Inc. | COM CL A | 674,881 | $5.03M | 3.3% | −1,230,922−64.6% | Reduced | 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 | $20.7M | – |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.