13F HOLDINGS REPORT
Pelham Capital Ltd.
Quarter ended Q2 2023 · Filed May 10, 2023 · Accession 0001011438-23-000360
Total Value
$294.5M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON WORLDWIDE HLDGS INC | HLT | 641,793 | $90.4M | 30.70% |
| 2 | RH | RH | 249,323 | $60.7M | 20.62% |
| 3 | SOHO HOUSE & CO INC | 586001109 | 6,438,869 | $42.1M | 14.30% |
| 4 | FLOOR & DECOR HLDGS INC | FND | 340,563 | $33.5M | 11.36% |
| 5 | RH | RH | 118,000 | $28.7M | 9.76% |
| 6 | EXPEDIA GROUP INC | EXPE | 292,428 | $28.4M | 9.64% |
| 7 | CARVANA CO | CVNA | 990,621 | $9.7M | 3.29% |
| 8 | CAZOO GROUP LTD | G2007L204 | 392,486 | $977,290 | 0.33% |