Pelham Capital as of Dec. 31, 2022
Portfolio Holdings for Pelham Capital
Pelham Capital holds 10 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rh (RH) | 25.3 | $120M | 450k | 267.19 | |
| Hilton Worldwide Holdings (HLT) | 22.2 | $105M | 834k | 126.36 | |
| Bath & Body Works In (BBWI) | 16.5 | $78M | 1.9M | 42.14 | |
| Capri Holdings SHS (CPRI) | 13.5 | $64M | 1.1M | 57.32 | |
| Expedia Group Com New (EXPE) | 9.9 | $47M | 537k | 87.60 | |
| Membership Collective Group Com Cl A (SHCO) | 5.9 | $28M | 7.5M | 3.74 | |
| Blackstone Group Inc Com Cl A Put Option (BX) | 4.8 | $23M | 310k | 74.19 | |
| Carvana Cl A (CVNA) | 1.0 | $4.7M | 991k | 4.74 | |
| Skillsoft Corp Cl A | 0.7 | $3.4M | 2.6M | 1.30 | |
| Cazoo Group | 0.3 | $1.2M | 7.8M | 0.16 |
