Pelham Capital as of Sept. 30, 2025
Portfolio Holdings for Pelham Capital
Pelham Capital holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Linde SHS (LIN) | 12.1 | $24M | 51k | 475.00 | |
| Hilton Worldwide Holdings (HLT) | 11.6 | $24M | 91k | 259.44 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.2 | $21M | 74k | 279.29 | |
| Amazon (AMZN) | 9.7 | $20M | 89k | 219.57 | |
| Martin Marietta Materials (MLM) | 9.4 | $19M | 30k | 630.28 | |
| Ge Aerospace Com New (GE) | 8.3 | $17M | 56k | 300.82 | |
| O'reilly Automotive (ORLY) | 7.9 | $16M | 148k | 107.81 | |
| Arthur J. Gallagher & Co. (AJG) | 6.8 | $14M | 45k | 309.74 | |
| Api Group Corp Com Stk (APG) | 6.6 | $13M | 390k | 34.37 | |
| Planet Fitness Cl A (PLNT) | 6.4 | $13M | 124k | 103.80 | |
| McDonald's Corporation Put Option (MCD) | 4.9 | $9.9M | 33k | 303.89 | |
| Progressive Corporation (PGR) | 3.4 | $6.9M | 28k | 246.95 | |
| Ge Vernova (GEV) | 2.7 | $5.4M | 8.8k | 614.90 |
