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 (LUXE) | 0.1 | $2.3M | 76k | 30.42 | |
| Skillsoft Corp *w Exp 06/11/202 (SKILW) | 0.0 | $681k | 326k | 2.09 |
