Pelham Capital as of Sept. 30, 2018
Portfolio Holdings for Pelham Capital
Pelham Capital holds 9 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Grubhub | 33.8 | $270M | 1.9M | 138.62 | |
| Hilton Worldwide Holdings (HLT) | 19.2 | $153M | 1.9M | 80.78 | |
| Altice Usa Inc cl a (ATUS) | 17.8 | $142M | 7.8M | 18.14 | |
| United States Steel Corporation (X) | 12.2 | $97M | 3.2M | 30.48 | |
| Golar Lng (GLNG) | 6.4 | $51M | 1.8M | 27.80 | |
| Landcadia Hldgs Inc cl a | 4.5 | $36M | 3.3M | 10.84 | |
| CF Industries Holdings (CF) | 3.4 | $27M | 500k | 54.44 | |
| Cleveland-cliffs (CLF) | 2.6 | $21M | 1.6M | 12.66 | |
| Landcadia Hldgs Inc *w exp 06/01/202 | 0.3 | $2.3M | 1.9M | 1.19 |
