Pelham Capital Ltd.
- SEC CIK
- 0001654111
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 18, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 13
- 0 vs. Q1 2025
- Portfolio value
- $186.0M
- +$20.8M (+12.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HLTHilton Worldwide Holdings Inc. | COM | 108,902 | $29.0M | 15.6% | −17,073−13.6% | Reduced | History |
| LINLinde PLC | Stock | 43,933 | $20.6M | 11.1% | +1,500+3.5% | Added | History |
| GEGeneral Electric Co | Stock | 79,848 | $20.6M | 11.0% | −20,360−20.3% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 74,755 | $16.9M | 9.1% | −3,813−4.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 74,904 | $16.4M | 8.8% | +16,904+29.1% | Added | History |
| APGAPi Group Corp | COM STK | 299,020 | $15.3M | 8.2% | +71,606+31.5% | Added | History |
| CRSCarpenter Technology Corp | COM | 49,612 | $13.7M | 7.4% | −992−2.0% | Reduced | History |
| MCOMoodys Corp | Stock | 26,563 | $13.3M | 7.2% | +3,516+15.3% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 118,710 | $10.7M | 5.8% | −9,915−7.7% | ReducedConverted for a 15-for-1 split | History |
| MLMMartin Marietta Materials Inc | COM | 19,135 | $10.5M | 5.6% | −3,885−16.9% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 124,766 | $9.89M | 5.3% | +124,766 | New | History |
| PGRProgressive Corp | Stock | 21,100 | $5.63M | 3.0% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 6,563 | $3.47M | 1.9% | −30,167−82.1% | Reduced | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.