Pelham Capital as of Dec. 31, 2018
Portfolio Holdings for Pelham Capital
Pelham Capital holds 8 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Grubhub | 27.5 | $175M | 2.3M | 76.81 | |
| Hilton Worldwide Holdings (HLT) | 26.1 | $166M | 2.3M | 71.80 | |
| Altice Usa Inc cl a (ATUS) | 20.3 | $129M | 7.8M | 16.52 | |
| United States Steel Corporation (X) | 9.2 | $58M | 3.2M | 18.24 | |
| Waitr Hldgs | 6.2 | $40M | 3.6M | 11.15 | |
| Golar Lng (GLNG) | 3.9 | $25M | 1.1M | 21.76 | |
| CF Industries Holdings (CF) | 3.4 | $22M | 500k | 43.51 | |
| Cleveland-cliffs (CLF) | 3.3 | $21M | 2.7M | 7.69 |
