Pelham Capital as of June 30, 2022
Portfolio Holdings for Pelham Capital
Pelham Capital holds 11 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Worldwide Holdings (HLT) | 19.1 | $110M | 989k | 111.44 | |
| Rh (RH) | 16.8 | $97M | 459k | 212.26 | |
| Bath & Body Works In (BBWI) | 13.3 | $77M | 2.9M | 26.92 | |
| KBR (KBR) | 13.1 | $76M | 1.6M | 48.39 | |
| Ferguson SHS | 10.1 | $58M | 526k | 110.71 | |
| Expedia Group Com New (EXPE) | 9.9 | $57M | 603k | 94.83 | |
| Membership Collective Group Com Cl A (SHCO) | 9.2 | $53M | 8.2M | 6.48 | |
| Carvana Cl A (CVNA) | 3.9 | $22M | 991k | 22.58 | |
| Skillsoft Corp Cl A | 3.8 | $22M | 6.3M | 3.52 | |
| Cazoo Group | 1.0 | $5.7M | 7.8M | 0.72 | |
| Skillsoft Corp *w Exp 06/11/202 (SKILW) | 0.0 | $170k | 326k | 0.52 |
