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 (MYTE) | 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 |