Pelham Capital as of June 30, 2022
Portfolio Holdings for Pelham Capital
Pelham Capital holds 11 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Hilton Worldwide Holdings (HLT) | 19.1 | $110M | 989k | 111.44 | |
Rh (RH) | 16.8 | $97M | 459k | 212.26 | |
Bath & Body Works In (BBWI) | 13.3 | $77M | 2.9M | 26.92 | |
KBR (KBR) | 13.1 | $76M | 1.6M | 48.39 | |
Ferguson SHS (FERG) | 10.1 | $58M | 526k | 110.71 | |
Expedia Group Com New (EXPE) | 9.9 | $57M | 603k | 94.83 | |
Membership Collective Group Com Cl A (SHCO) | 9.2 | $53M | 8.2M | 6.48 | |
Carvana Cl A (CVNA) | 3.9 | $22M | 991k | 22.58 | |
Skillsoft Corp Cl A | 3.8 | $22M | 6.3M | 3.52 | |
Cazoo Group | 1.0 | $5.7M | 7.8M | 0.72 | |
Skillsoft Corp *w Exp 06/11/202 (SKILW) | 0.0 | $170k | 326k | 0.52 |