13F HOLDINGS REPORT
Pelham Capital Ltd.
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001011438-25-000243
Total Value
$190.4M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON WORLDWIDE HLDGS INC | HLT | 125,975 | $28.7M | 15.06% |
| 2 | GE AEROSPACE | 369604301 | 100,208 | $20.1M | 10.53% |
| 3 | LINDE PLC | LIN | 42,433 | $19.8M | 10.38% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 85,000 | $14.1M | 7.41% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 78,568 | $13.0M | 6.85% |
| 6 | OREILLY AUTOMOTIVE INC | 67103H107 | 8,575 | $12.3M | 6.45% |
| 7 | GE VERNOVA INC | GEV | 36,730 | $11.2M | 5.89% |
| 8 | AMAZON COM INC | AMZN | 58,000 | $11.0M | 5.80% |
| 9 | PEPSICO INC | PEP | 73,500 | $11.0M | 5.79% |
| 10 | MARTIN MARIETTA MATLS INC | 573284106 | 23,020 | $11.0M | 5.78% |
| 11 | MOODYS CORP | MCO | 23,047 | $10.7M | 5.64% |
| 12 | CARPENTER TECHNOLOGY CORP | CRS | 50,604 | $9.2M | 4.82% |
| 13 | API GROUP CORP | APG | 227,414 | $8.1M | 4.27% |
| 14 | PROGRESSIVE CORP | 743315103 | 21,100 | $6.0M | 3.14% |
| 15 | CARVANA CO | CVNA | 20,050 | $4.2M | 2.20% |