Pelham Capital as of Sept. 30, 2019
Portfolio Holdings for Pelham Capital
Pelham Capital holds 12 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altice Usa Inc cl a (ATUS) | 25.2 | $225M | 7.8M | 28.68 | |
| Hilton Worldwide Holdings (HLT) | 23.4 | $209M | 2.2M | 93.11 | |
| Grubhub | 17.8 | $158M | 2.8M | 56.21 | |
| Coupa Software | 12.0 | $107M | 825k | 129.57 | |
| Planet Fitness Inc-cl A (PLNT) | 10.4 | $93M | 1.6M | 57.87 | |
| Anaplan | 4.5 | $40M | 851k | 47.00 | |
| Borr | 2.6 | $23M | 4.5M | 5.14 | |
| Network Associates Inc cl a (NET) | 1.6 | $14M | 750k | 18.57 | |
| Golar Lng (GLNG) | 0.9 | $8.4M | 644k | 12.99 | |
| Secoo Holding Ltd - | 0.7 | $6.2M | 921k | 6.70 | |
| Waitr Hldgs | 0.6 | $5.7M | 4.4M | 1.29 | |
| Datadog Inc Cl A (DDOG) | 0.3 | $2.5M | 75k | 33.91 |
