Pelham Capital as of Sept. 30, 2020
Portfolio Holdings for Pelham Capital
Pelham Capital holds 9 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 21.8 | $281M | 4.9M | 57.51 | |
| Altice Usa Cl A (ATUS) | 16.9 | $218M | 8.4M | 26.00 | |
| CoStar (CSGP) | 15.4 | $199M | 234k | 848.51 | |
| Hilton Worldwide Holdings (HLT) | 14.7 | $189M | 2.2M | 85.32 | |
| Planet Fitness Cl A (PLNT) | 10.8 | $140M | 2.3M | 61.62 | |
| F M C Corp Com New (FMC) | 9.9 | $128M | 1.2M | 105.91 | |
| Coupa Software | 4.7 | $61M | 223k | 274.24 | |
| TransDigm Group Incorporated (TDG) | 2.9 | $38M | 80k | 475.12 | |
| Carvana Cl A (CVNA) | 2.9 | $38M | 170k | 223.06 |
