Pelham Capital Ltd.
- SEC CIK
- 0001654111
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 12, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 9
- −2 vs. Q4 2025
- Portfolio value
- $127.6M
- −$60.3M (−32.1%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HLTHilton Worldwide Holdings Inc. | COM | 80,000 | $24.3M | 19.1% | −10,583−11.7% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 54,000 | $18.2M | 14.3% | −7,972−12.9% | Reduced | History |
| LINLinde PLC | Stock | 31,500 | $15.6M | 12.2% | −23,303−42.5% | Reduced | History |
| APGAPi Group Corp | COM STK | 358,000 | $14.5M | 11.4% | −123,296−25.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 63,975 | $13.3M | 10.4% | −12,347−16.2% | Reduced | History |
| ORLYO Reilly Automotive Inc | Stock | 129,767 | $12.0M | 9.4% | −18,250−12.3% | Reduced | History |
| MLMMartin Marietta Materials Inc | COM | 18,480 | $10.9M | 8.5% | −6,338−25.5% | Reduced | History |
| GEGeneral Electric Co | Stock | 37,621 | $10.7M | 8.4% | −7,554−16.7% | Reduced | History |
| APHAmphenol Corp | CL A | 63,665 | $8.04M | 6.3% | +63,665 | New | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.