Pelham Capital Ltd.
- SEC CIK
- 0001654111
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 11
- −1 vs. Q3 2025
- Portfolio value
- $187.9M
- −$4.24M (−2.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HLTHilton Worldwide Holdings Inc. | COM | 90,583 | $26.0M | 13.8% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 54,803 | $23.4M | 12.4% | +3,500+6.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 61,972 | $18.8M | 10.0% | −11,803−16.0% | Reduced | History |
| APGAPi Group Corp | COM STK | 481,296 | $18.4M | 9.8% | +91,160+23.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 76,322 | $17.6M | 9.4% | −12,950−14.5% | Reduced | History |
| PLNTPlanet Fitness, Inc. | CL A | 143,044 | $15.5M | 8.3% | +19,338+15.6% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 24,818 | $15.5M | 8.2% | −5,234−17.4% | Reduced | History |
| GEGeneral Electric Co | Stock | 45,175 | $13.9M | 7.4% | −10,656−19.1% | Reduced | History |
| MCOMoodys Corp | Stock | 26,868 | $13.7M | 7.3% | +26,868 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 148,017 | $13.5M | 7.2% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 44,672 | $11.6M | 6.2% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.