Pelham Capital as of Dec. 31, 2021
Portfolio Holdings for Pelham Capital
Pelham Capital holds 14 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bath & Body Works In (BBWI) | 16.3 | $287M | 4.1M | 69.79 | |
| Rh (RH) | 11.9 | $210M | 392k | 535.89 | |
| Carvana Cl A (CVNA) | 11.6 | $205M | 885k | 231.79 | |
| Hilton Worldwide Holdings (HLT) | 11.2 | $197M | 1.3M | 155.99 | |
| Expedia Group Com New (EXPE) | 10.8 | $190M | 1.1M | 180.72 | |
| United Rentals (URI) | 10.0 | $176M | 530k | 332.29 | |
| KBR (KBR) | 9.3 | $165M | 3.5M | 47.62 | |
| Ferguson SHS | 6.9 | $121M | 675k | 179.39 | |
| Membership Collective Group Com Cl A (SHCO) | 4.6 | $81M | 6.4M | 12.78 | |
| Skillsoft Corp Cl A | 2.7 | $48M | 5.2M | 9.15 | |
| Cazoo Group | 2.1 | $36M | 6.0M | 6.03 | |
| Ritchie Bros. Auctioneers Inco | 1.7 | $30M | 496k | 61.21 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 1.0 | $17M | 1.9M | 9.03 | |
| Skillsoft Corp *w Exp 06/11/202 (SKILW) | 0.0 | $619k | 326k | 1.90 |
