Filer Name: PELHAM CAPITAL LTD.
CIK: 1654111
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 13
Portfolio Value: $0.17B

Pelham Capital Ltd. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
HLT US HILTON WORLDWIDE HOLDINGS IN 118,727 $29M 17.16% -26.1% -
GE US GENERAL ELECTRIC 124,832 $21M 12.17% -3.2% -
TSM US TAIWAN SEMICONDUCTOR-SP ADR 105,000 $21M 12.12% 14.3% Put
LIN US LINDE PLC 40,707 $17M 9.96% 4.4% -
TSM US TAIWAN SEMICONDUCTOR-SP ADR 78,514 $16M 9.07% 14.3% -
ORLY US O'REILLY AUTOMOTIVE INC 12,970 $15M 8.99% 21.1% -
CP US CANADIAN PACIFIC KANSAS CITY 180,804 $13M 7.65% 100.0% -
MCO US MOODY'S CORP 16,874 $8M 4.67% 100.0% -
APG US API GROUP CORP 209,612 $8M 4.41% 100.0% -
CRS US CARPENTER TECHNOLOGY 42,960 $7M 4.26% 100.0% -
CVNA US CARVANA CO 29,680 $6M 3.53% -33.6% -
GEV US GE VERNOVA INC 15,952 $5M 3.07% 100.0% -
SHCO US SOHO HOUSE & CO INC 674,881 $5M 2.94% -64.6% -
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