13F HOLDINGS REPORT
Pelham Capital Ltd.
Quarter ended Q1 2023 · Filed February 7, 2023 · Accession 0001011438-23-000063
Total Value
$475.7M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RH | RH | 450,000 | $120.2M | 25.28% |
| 2 | HILTON WORLDWIDE HLDGS INC | HLT | 834,448 | $105.4M | 22.17% |
| 3 | BATH & BODY WORKS INC | BBWI | 1,857,704 | $78.3M | 16.46% |
| 4 | CAPRI HOLDINGS LIMITED | CPRI | 1,121,054 | $64.3M | 13.51% |
| 5 | EXPEDIA GROUP INC | EXPE | 537,150 | $47.1M | 9.89% |
| 6 | MEMBERSHIP COLLECTIVE GROUP | 586001109 | 7,494,749 | $28.0M | 5.89% |
| 7 | BLACKSTONE INC | BX | 310,000 | $23.0M | 4.84% |
| 8 | CARVANA CO | CVNA | 990,621 | $4.7M | 0.99% |
| 9 | SKILLSOFT CORP | SKILW | 2,633,326 | $3.4M | 0.72% |
| 10 | CAZOO GROUP LTD | G2007L105 | 7,849,724 | $1.2M | 0.26% |