Pelham Capital as of Sept. 30, 2024
Portfolio Holdings for Pelham Capital
Pelham Capital holds 9 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Worldwide Holdings (HLT) | 22.1 | $37M | 161k | 230.50 | |
| Taiwan Semiconductor Mfg Sponsored Ads Put Option (TSM) | 18.0 | $30M | 174k | 173.67 | |
| Ge Aerospace Com New (GE) | 14.5 | $24M | 129k | 188.58 | |
| Linde SHS (LIN) | 11.1 | $19M | 39k | 476.86 | |
| Planet Fitness Cl A (PLNT) | 10.1 | $17M | 209k | 81.22 | |
| O'reilly Automotive (ORLY) | 7.4 | $12M | 11k | 1151.60 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.3 | $11M | 22k | 488.07 | |
| Soho House & Co Com Cl A (SHCO) | 5.8 | $9.7M | 1.9M | 5.10 | |
| Carvana Cl A (CVNA) | 4.6 | $7.8M | 45k | 174.11 |
