13F HOLDINGS REPORT
Pelham Capital Ltd.
Quarter ended Q3 2024 · Filed October 18, 2024 · Accession 0001011438-24-000494
Total Value
$167.5M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON WORLDWIDE HLDGS INC | HLT | 160,629 | $37.0M | 22.10% |
| 2 | GE AEROSPACE | 369604301 | 128,986 | $24.3M | 14.52% |
| 3 | LINDE PLC | LIN | 38,981 | $18.6M | 11.09% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 105,000 | $18.2M | 10.88% |
| 5 | PLANET FITNESS INC | PLNT | 208,869 | $17.0M | 10.13% |
| 6 | OREILLY AUTOMOTIVE INC | 67103H107 | 10,714 | $12.3M | 7.36% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 68,700 | $11.9M | 7.12% |
| 8 | INVESCO QQQ TR | IVZ | 21,789 | $10.6M | 6.35% |
| 9 | SOHO HOUSE & CO INC | 586001109 | 1,905,803 | $9.7M | 5.80% |
| 10 | CARVANA CO | CVNA | 44,700 | $7.8M | 4.65% |