Pelham Capital as of March 31, 2021
Portfolio Holdings for Pelham Capital
Pelham Capital holds 15 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altice Usa Cl A (ATUS) | 16.3 | $263M | 8.1M | 32.53 | |
| Rh (RH) | 12.0 | $193M | 324k | 596.60 | |
| L Brands | 11.6 | $187M | 3.0M | 61.86 | |
| CoStar (CSGP) | 10.6 | $171M | 209k | 821.89 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 10.1 | $164M | 2.5M | 65.00 | |
| Carvana Cl A (CVNA) | 9.5 | $153M | 583k | 262.40 | |
| Hilton Worldwide Holdings (HLT) | 8.3 | $134M | 1.1M | 120.92 | |
| United Rentals (URI) | 7.5 | $121M | 366k | 329.31 | |
| Fmc Corp Com New (FMC) | 5.1 | $83M | 748k | 110.61 | |
| Coupa Software | 3.7 | $59M | 233k | 254.48 | |
| Churchill Cap Corp Ii Cl A | 2.3 | $37M | 3.7M | 10.00 | |
| Moderna (MRNA) | 1.8 | $30M | 225k | 130.95 | |
| Myt Netherlands Parent B V Ads (LUXE) | 1.0 | $16M | 550k | 28.26 | |
| Coursera (COUR) | 0.1 | $900k | 20k | 45.00 | |
| Churchill Cap Corp Ii *w Exp 07/02/202 | 0.0 | $479k | 326k | 1.47 |
