13F HOLDINGS REPORT
Pelham Capital Ltd.
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001654111-25-000007
Total Value
$202.1M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LINDE PLC | LIN | 51,303 | $24.4M | 12.06% |
| 2 | HILTON WORLDWIDE HLDGS INC | HLT | 90,583 | $23.5M | 11.63% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 73,775 | $20.6M | 10.20% |
| 4 | AMAZON COM INC | AMZN | 89,272 | $19.6M | 9.70% |
| 5 | MARTIN MARIETTA MATLS INC | 573284106 | 30,052 | $18.9M | 9.37% |
| 6 | GE AEROSPACE | 369604301 | 55,831 | $16.8M | 8.31% |
| 7 | OREILLY AUTOMOTIVE INC | 67103H107 | 148,017 | $16.0M | 7.90% |
| 8 | GALLAGHER ARTHUR J & CO | 363576109 | 44,672 | $13.8M | 6.85% |
| 9 | API GROUP CORP | APG | 390,136 | $13.4M | 6.63% |
| 10 | PLANET FITNESS INC | PLNT | 123,706 | $12.8M | 6.35% |
| 11 | MCDONALDS CORP | MCD | 32,700 | $9.9M | 4.92% |
| 12 | PROGRESSIVE CORP | 743315103 | 27,975 | $6.9M | 3.42% |
| 13 | GE VERNOVA INC | GEV | 8,781 | $5.4M | 2.67% |