Pelham Capital as of June 30, 2021
Portfolio Holdings for Pelham Capital
Pelham Capital holds 14 positions in its portfolio as reported in the June 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
L Brands | 16.7 | $282M | 3.9M | 72.06 | |
Altice Usa Cl A (ATUS) | 13.1 | $221M | 6.5M | 34.14 | |
Rh (RH) | 13.0 | $220M | 324k | 679.00 | |
Carvana Cl A (CVNA) | 11.8 | $200M | 662k | 301.82 | |
Coupa Software | 8.2 | $139M | 531k | 262.11 | |
KBR (KBR) | 8.2 | $138M | 3.6M | 38.15 | |
Hilton Worldwide Holdings (HLT) | 7.9 | $134M | 1.1M | 120.62 | |
United Rentals (URI) | 6.9 | $117M | 366k | 319.01 | |
Ritchie Bros. Auctioneers Inco | 5.6 | $95M | 1.6M | 59.28 | |
CoStar (CSGP) | 5.4 | $91M | 1.1M | 82.82 | |
Skillsoft Corp Cl A | 2.3 | $39M | 4.0M | 9.85 | |
Gores Hldgs V Com Cl A | 0.8 | $13M | 1.3M | 10.10 | |
Myt Netherlands Parent B V Ads (MYTE) | 0.1 | $2.3M | 76k | 30.42 | |
Skillsoft Corp *w Exp 06/11/202 (SKILW) | 0.0 | $681k | 326k | 2.09 |