Pelham Capital Ltd. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Pelham Capital Ltd. disclosed 9 US equity positions worth $127.6m in its Q1 2026 13F filing. The largest position was HLT at 19.1% of the reported book, followed by TSM and LIN.
What did Pelham Capital Ltd. own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 19.1% | $24.3m | 80,000 | – | |
| 2 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 14.3% | $18.2m | 54,000 | – | |
| 3 | LIN LINDE PLC | Basic Materials | 12.2% | $15.6m | 31,500 | – | |
| 4 | APG API GROUP CORP | Industrials | 11.4% | $14.5m | 358,000 | – | |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 10.4% | $13.3m | 63,975 | – | |
| 6 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 9.4% | $12.0m | 129,767 | – | |
| 7 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 8.5% | $10.9m | 18,480 | – | |
| 8 | GE GE AEROSPACE | Industrials | 8.4% | $10.7m | 37,621 | – | |
| 9 | APH AMPHENOL CORP | Technology | 6.3% | $8.0m | 63,665 | – |
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.