Pelham Capital as of Dec. 31, 2024
Portfolio Holdings for Pelham Capital
Pelham Capital holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads Put Option (TSM) | 21.2 | $36M | 184k | 197.49 | |
| Hilton Worldwide Holdings (HLT) | 17.2 | $29M | 119k | 247.16 | |
| Ge Aerospace Com New (GE) | 12.2 | $21M | 125k | 166.79 | |
| Linde SHS (LIN) | 10.0 | $17M | 41k | 418.67 | |
| O'reilly Automotive (ORLY) | 9.0 | $15M | 13k | 1185.80 | |
| Canadian Pacific Kansas City (CP) | 7.6 | $13M | 181k | 72.37 | |
| Moody's Corporation (MCO) | 4.7 | $8.0M | 17k | 473.37 | |
| Api Group Corp Com Stk (APG) | 4.4 | $7.5M | 210k | 35.97 | |
| Carpenter Technology Corporation (CRS) | 4.3 | $7.3M | 43k | 169.71 | |
| Carvana Cl A (CVNA) | 3.5 | $6.0M | 30k | 203.36 | |
| Ge Vernova (GEV) | 3.1 | $5.2M | 16k | 328.93 | |
| Soho House & Co Com Cl A (SHCO) | 2.9 | $5.0M | 675k | 7.45 |
