Pelham Capital as of March 31, 2022
Portfolio Holdings for Pelham Capital
Pelham Capital holds 11 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bath & Body Works In (BBWI) | 18.1 | $167M | 3.5M | 47.80 | |
| Rh (RH) | 13.9 | $128M | 393k | 326.09 | |
| Carvana Cl A (CVNA) | 12.8 | $118M | 991k | 119.29 | |
| Expedia Group Com New (EXPE) | 12.8 | $118M | 603k | 195.67 | |
| Hilton Worldwide Holdings (HLT) | 12.4 | $115M | 756k | 151.74 | |
| KBR (KBR) | 9.3 | $86M | 1.6M | 54.73 | |
| Ferguson SHS | 7.8 | $72M | 537k | 134.12 | |
| Membership Collective Group Com Cl A (SHCO) | 7.2 | $66M | 8.5M | 7.76 | |
| Skillsoft Corp Cl A | 3.4 | $31M | 5.2M | 6.04 | |
| Cazoo Group | 2.3 | $22M | 7.8M | 2.76 | |
| Skillsoft Corp *w Exp 06/11/202 (SKILW) | 0.0 | $378k | 326k | 1.16 |
