Pelham Capital Ltd. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Pelham Capital Ltd. disclosed 9 US equity positions worth $149.3m in its Q3 2024 13F filing. The largest position was HLT at 24.8% of the reported book, followed by GE and LIN.
What did Pelham Capital Ltd. own in Q3 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 24.8% | $37.0m | 160,629 | – | |
| 2 | GE GE AEROSPACE | Industrials | 16.3% | $24.3m | 128,986 | – | |
| 3 | LIN LINDE PLC | Basic Materials | 12.4% | $18.6m | 38,981 | – | |
| 4 | PLNT PLANET FITNESS INC | Consumer Cyclical | 11.4% | $17.0m | 208,869 | – | |
| 5 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 8.3% | $12.3m | 10,714 | – | |
| 6 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 8.0% | $11.9m | 68,700 | – | |
| 7 | QQQ INVESCO QQQ TR | 7.1% | $10.6m | 21,789 | – | ||
| 8 | 75Z SOHO HOUSE & CO INC | 6.5% | $9.7m | 1,905,803 | – | ||
| 9 | CVNA CARVANA CO | Consumer Cyclical | 5.2% | $7.8m | 44,700 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.