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 |