13F HOLDINGS REPORT
Pelham Capital Ltd.
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001011438-25-000056
Total Value
$171.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON WORLDWIDE HLDGS INC | HLT | 118,727 | $29.3M | 17.16% |
| 2 | GE AEROSPACE | 369604301 | 124,832 | $20.8M | 12.17% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 105,000 | $20.7M | 12.12% |
| 4 | LINDE PLC | LIN | 40,707 | $17.0M | 9.96% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 78,514 | $15.5M | 9.07% |
| 6 | OREILLY AUTOMOTIVE INC | 67103H107 | 12,970 | $15.4M | 8.99% |
| 7 | CANADIAN PACIFIC KANSAS CITY | CP | 180,804 | $13.1M | 7.65% |
| 8 | MOODYS CORP | MCO | 16,874 | $8.0M | 4.67% |
| 9 | API GROUP CORP | APG | 209,612 | $7.5M | 4.41% |
| 10 | CARPENTER TECHNOLOGY CORP | CRS | 42,960 | $7.3M | 4.26% |
| 11 | CARVANA CO | CVNA | 29,680 | $6.0M | 3.53% |
| 12 | GE VERNOVA INC | GEV | 15,952 | $5.2M | 3.07% |
| 13 | SOHO HOUSE & CO INC | 586001109 | 674,881 | $5.0M | 2.94% |