Pelham Capital Ltd.
- SEC CIK
- 0001654111
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 7, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 12
- −1 vs. Q2 2025
- Portfolio value
- $192.2M
- +$6.13M (+3.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LINLinde PLC | Stock | 51,303 | $24.4M | 12.7% | +7,370+16.8% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 90,583 | $23.5M | 12.2% | −18,319−16.8% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 73,775 | $20.6M | 10.7% | −980−1.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 89,272 | $19.6M | 10.2% | +14,368+19.2% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 30,052 | $18.9M | 9.9% | +10,917+57.1% | Added | History |
| GEGeneral Electric Co | Stock | 55,831 | $16.8M | 8.7% | −24,017−30.1% | Reduced | History |
| ORLYO Reilly Automotive Inc | Stock | 148,017 | $16.0M | 8.3% | +29,307+24.7% | Added | History |
| AJGArthur J. Gallagher & Co. | COM | 44,672 | $13.8M | 7.2% | +44,672 | New | History |
| APGAPi Group Corp | COM STK | 390,136 | $13.4M | 7.0% | +91,116+30.5% | Added | History |
| PLNTPlanet Fitness, Inc. | CL A | 123,706 | $12.8M | 6.7% | +123,706 | New | History |
| PGRProgressive Corp | Stock | 27,975 | $6.91M | 3.6% | +6,875+32.6% | Added | History |
| GEVGE Vernova Inc. | Stock | 8,781 | $5.40M | 2.8% | +2,218+33.8% | Added | 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 |
|---|---|---|---|
| MCDMcDonalds Corp | Stock | $9.94M | – |
Sold out since Q2 2025 (3)
Positions held at the end of Q2 2025 that are gone from this filing.