Pelham Capital Ltd. 13F Holdings

CIK 0001654111 · LONDON, X0

As of Sep 30, 2025, Pelham Capital Ltd. reported 13 positions worth $202.1M in its SEC Form 13F filing.

Top 13 holdings

SecurityTickerSectorSharesValue% of portfolio
LINDE PLCLINBasic Materials51,303$24.4M12.06%
HILTON WORLDWIDE HOLDINGS INCHLTConsumer Cyclical90,583$23.5M11.63%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology73,775$20.6M10.20%
AMAZON.COM INCAMZNEquity89,272 9.6M9.70%
MARTIN MARIETTA MATERIALS INCMLMBasic Materials30,052 8.9M9.37%
GE AEROSPACEGEIndustrials55,831 6.8M8.31%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical148,017 6.0M7.90%
ARTHUR J GALLAGHER & COAJGFinancial Services44,672 3.8M6.85%
API GROUP CORPAPGIndustrials390,136 3.4M6.63%
PLANET FITNESS INCPLNTConsumer Cyclical123,706 2.8M6.35%
MCDONALDS CORPMCDConsumer Cyclical32,700$9.9M4.92%
PROGRESSIVE CORPPGRFinancial Services27,975$6.9M3.42%
GE VERNOVA INCGEVUtilities8,781$5.4M2.67%