Pelham Capital as of Dec. 31, 2020
Portfolio Holdings for Pelham Capital
Pelham Capital holds 11 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altice Usa Cl A (ATUS) | 18.1 | $273M | 7.2M | 37.87 | |
| Hilton Worldwide Holdings (HLT) | 14.1 | $213M | 1.9M | 111.26 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 12.5 | $189M | 3.1M | 61.11 | |
| United Rentals (URI) | 12.4 | $187M | 808k | 231.91 | |
| CoStar (CSGP) | 12.4 | $187M | 202k | 924.28 | |
| Carvana Cl A (CVNA) | 9.2 | $138M | 577k | 239.54 | |
| Rh (RH) | 8.5 | $128M | 287k | 447.52 | |
| Fmc Corp Com New (FMC) | 7.9 | $120M | 1.0M | 114.93 | |
| Coupa Software | 4.3 | $64M | 190k | 338.91 | |
| Churchill Cap Corp Ii Cl A | 0.6 | $9.2M | 891k | 10.35 | |
| Churchill Cap Corp Ii *w Exp 07/02/202 | 0.0 | $642k | 326k | 1.97 |
