PC

Pelham Capital Ltd.

13F
Pelham Capital Ltd.
Last update 2024-10-18 10 Stocks (1 new)
Value $168.00 Mil Turnover 21 %
Countries:
Top Holdings: HLT(22.10%)GE(14.52%)LIN(11.09%)PLNT(10.13%)ORLY(7.36%)
Portfolio Report
Summary Stock Picks Current Portfolio
Pelham Capital Ltd. Top Holdings of 2024-09-30 View Full List
Ticker
HLT
GE
LIN
TSM PUT
PLNT
ORLY
TSM
QQQ
SHCO
CVNA
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HLT 		Hilton Worldwide Holdings Inc
160,629
37024.990
+7.14%
22.100
+1.47%
0.070
+3.09%
-0.89%
59718.739
Travel & Leisure
GE 		GE Aerospace
128,986
24324.180
+209.58%
14.520
+9.83%
0.010
-8.04%
+6.04%
191414.518
Aerospace & Defense
LIN 		Linde PLC
38,981
18588.480
-7.51%
11.090
-0.83%
0.010
-10.26%
+2.06%
203457.510
Chemicals
TSM PUT 		Taiwan Semiconductor Manufacturing Co Ltd
105,000
18235.350
0%
10.880
0%
0.000
+5.14%
+2.01%
1044830.498
Semiconductors
PLNT 		Planet Fitness Inc
208,869
16964.340
-22.35%
10.130
-2.66%
0.250
+27.11%
+5.85%
8809.502
Travel & Leisure
ORLY 		O'Reilly Automotive Inc
10,714
12338.240
+33.81%
7.360
+1.86%
0.020
+0.14%
+1.56%
69526.806
Retail - Cyclical
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
68,700
11931.130
+68.57%
7.120
+2.90%
0.000
+5.14%
+2.01%
1044830.498
Semiconductors
QQQ 		INVESCO QQQ Trust
21,789
10634.560
-55.93%
6.350
-7.96%
0.000
+1.69%
-1.20%
314058.744
 
SHCO 		Soho House & Co Inc
1,905,803
9719.600
-36.47%
5.800
-3.49%
0.980
+44.07%
+2.68%
1484.566
Travel & Leisure
CVNA 		Carvana Co
44,700
7782.720
New Holding
4.650
+4.65%
0.040
+3.23%
-4.02%
25083.926
Vehicles & Parts

Pelham Capital Ltd.'s Historical Top Holdings Breakdowns

Pelham Capital Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CSGP 		CoStar Group Inc2023-06-30New Buy
+19.04%
â—Ź
67.75 ($77.07) 90.12
$69.61
-9.68%
New holding
621,195
621,195
PLNT 		Planet Fitness Inc2023-09-30New Buy
+17.23%
â—Ź
44.41 ($60.5) 69.35
$104.65
72.98%
New holding
735,500
735,500
BBWI 		Bath & Body Works Inc2023-03-31Sold Out
-16.46%
â—Ź
34.35 ($41.89) 47.98
$36.79
-12.17%
Sold Out
0
-1,857,704
RH 		RH2023-09-30Reduce
-14.64%
â—Ź
256.7 ($347.67) 401.84
$416.04
19.67%
Reduce -51.72%
120,373
-128,950
APG 		APi Group Corp2024-03-31New Buy
+14.59%
â—Ź
30.6 ($34.9) 39.54
$37.12
6.36%
New holding
618,266
618,266
QQQ 		INVESCO QQQ Trust2024-06-30New Buy
+14.23%
â—Ź
414.65 ($449.75) 485.21
$505.11
12.31%
New holding
49,439
49,439
CPRI 		Capri Holdings Ltd2023-03-31Sold Out
-13.51%
â—Ź
40.99 ($53.65) 68.38
$23.51
-56.18%
Sold Out
0
-1,121,054
RH 		RH2024-03-31Sold Out
-13.33%
â—Ź
251.83 ($272.53) 348.26
$416.04
52.66%
Sold Out
0
-101,873
APG 		APi Group Corp2024-09-30Sold Out
-12.67%
â—Ź
32.29 ($35.2) 38.37
$37.12
5.45%
Sold Out
0
-560,460
HLT 		Hilton Worldwide Holdings Inc2023-09-30Reduce
-12.16%
â—Ź
145 ($151.04) 156.15
$244.97
62.19%
Reduce -43.04%
320,906
-242,512

Pelham Capital Ltd. Total Holding History ($B)

To

Pelham Capital Ltd.'s Asset Allocation

To

Pelham Capital Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Pelham Capital Ltd.'s Hypothetical Growth since 2024-09-30

Pelham Capital Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Pelham Capital Ltd.'s Holdings Heat Map

Size field:

Pelham Capital Ltd.'s Holdings Bubble Chart

Pelham Capital Ltd. News

  • 1

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