Pelham Capital as of Dec. 31, 2025
Portfolio Holdings for Pelham Capital
Pelham Capital holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Worldwide Holdings (HLT) | 13.8 | $26M | 91k | 287.25 | |
| Linde SHS (LIN) | 12.4 | $23M | 55k | 426.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.0 | $19M | 62k | 303.89 | |
| Api Group Corp Com Stk (APG) | 9.8 | $18M | 481k | 38.26 | |
| Amazon (AMZN) | 9.4 | $18M | 76k | 230.82 | |
| Planet Fitness Cl A (PLNT) | 8.3 | $16M | 143k | 108.47 | |
| Martin Marietta Materials (MLM) | 8.2 | $16M | 25k | 622.66 | |
| Ge Aerospace Com New (GE) | 7.4 | $14M | 45k | 308.03 | |
| Moody's Corporation (MCO) | 7.3 | $14M | 27k | 510.85 | |
| O'reilly Automotive (ORLY) | 7.2 | $14M | 148k | 91.21 | |
| Arthur J. Gallagher & Co. (AJG) | 6.2 | $12M | 45k | 258.79 |
