13F HOLDINGS REPORT
Pelham Capital Ltd.
Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001011438-25-000362
Total Value
$215.0M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON WORLDWIDE HLDGS INC | HLT | 108,902 | $29.0M | 13.49% |
| 2 | LINDE PLC | LIN | 43,933 | $20.6M | 9.59% |
| 3 | GE AEROSPACE | 369604301 | 79,848 | $20.6M | 9.56% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 85,000 | $19.3M | 8.95% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 74,755 | $16.9M | 7.88% |
| 6 | AMAZON COM INC | AMZN | 74,904 | $16.4M | 7.64% |
| 7 | API GROUP CORP | APG | 299,020 | $15.3M | 7.10% |
| 8 | CARPENTER TECHNOLOGY CORP | CRS | 49,612 | $13.7M | 6.38% |
| 9 | MOODYS CORP | MCO | 26,563 | $13.3M | 6.20% |
| 10 | OREILLY AUTOMOTIVE INC | 67103H107 | 118,710 | $10.7M | 4.98% |
| 11 | MARTIN MARIETTA MATLS INC | 573284106 | 19,135 | $10.5M | 4.89% |
| 12 | CANADIAN PACIFIC KANSAS CITY | CP | 124,766 | $9.9M | 4.60% |
| 13 | PEPSICO INC | PEP | 73,500 | $9.7M | 4.51% |
| 14 | PROGRESSIVE CORP | 743315103 | 21,100 | $5.6M | 2.62% |
| 15 | GE VERNOVA INC | GEV | 6,563 | $3.5M | 1.62% |