13F HOLDINGS REPORT
Pelham Capital Ltd.
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001654111-26-000001
Total Value
$187.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON WORLDWIDE HLDGS INC | HLT | 90,583 | $26.0M | 13.85% |
| 2 | LINDE PLC | LIN | 54,803 | $23.4M | 12.43% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 61,972 | $18.8M | 10.02% |
| 4 | API GROUP CORP | APG | 481,296 | $18.4M | 9.80% |
| 5 | AMAZON COM INC | AMZN | 76,322 | $17.6M | 9.37% |
| 6 | PLANET FITNESS INC | PLNT | 143,044 | $15.5M | 8.26% |
| 7 | MARTIN MARIETTA MATLS INC | 573284106 | 24,818 | $15.5M | 8.22% |
| 8 | GE AEROSPACE | 369604301 | 45,175 | $13.9M | 7.40% |
| 9 | MOODYS CORP | MCO | 26,868 | $13.7M | 7.30% |
| 10 | OREILLY AUTOMOTIVE INC | 67103H107 | 148,017 | $13.5M | 7.18% |
| 11 | GALLAGHER ARTHUR J & CO | 363576109 | 44,672 | $11.6M | 6.15% |