Pelham Capital Ltd.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 26, 2024), Pelham Capital Ltd. reported 7 stock positions worth $166.4 million. Its top holding was Hilton Worldwide (HLT) at 25.6% of the portfolio, followed by Linde (LIN, 19.0%) and Api (APG, 14.6%). Compared with Q4 2023, it opened 1 new position, sold out of 2, added to 1 and reduced 5. The biggest buy was a new position in Api (APG) and the biggest sale an exit from RH (RH).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001654111
Portfolio Value
$166.4M (Q1 2024)
SEC Filing
0001011438-24-000306 ↗ filed Apr 26, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $166.4M $166.4M Q1 2024 Q2 2024: $163.0M Q2 2024 Q3 2024: $149.3M Q3 2024 Q4 2024: $150.3M Q4 2024 Q1 2025: $165.3M Q1 2025 Q2 2025: $186.0M Q2 2025 Q3 2025: $192.2M Q3 2025 Q4 2025: $187.9M Q4 2025 Q1 2026: $127.6M Q1 2026 Q2 2026: $175.6M Q2 2026

Holdings 7 stocks · $166.4M
HLT Hilton Worldwide Holdings Inc. 25.59% 199,580 $42.6M Reduce -33.8%
LIN Linde PLC 19.02% 68,145 $31.6M Add +3.3%
APG Api Group Corp. 14.59% 618,266 $24.3M New
PLNT Planet Fitness Inc. Class A 11.85% 314,926 $19.7M Reduce -29.0%
CSGP Costar Group Inc. 11.63% 200,377 $19.4M Reduce -27.7%
SHCO Soho House & Co. Inc. 10.22% 3,000,000 $17.0M Reduce -24.0%
RACE Ferrari NV 7.10% 27,086 $11.8M Reduce -65.2%

Portfolio Sells Q4 2023 → Q1 2024
RH RH Sold out 0.00% −13.25
RACE Ferrari NV Reduce -65.2% 7.10% −4.65
PLNT Planet Fitness Inc. Class A Reduce -29.0% 11.85% −2.60
SHCO Soho House & Co. Inc. Reduce -24.0% 10.22% −2.31
DEC Diversified Energy Co. PLC Sold out 0.00% −0.63
CSGP Costar Group Inc. Reduce -27.7% 11.63% +0.82
HLT Hilton Worldwide Holdings Inc. Reduce -33.8% 25.59% +1.09

Portfolio Buys Q4 2023 → Q1 2024
APG Api Group Corp. New 14.59% +14.59
LIN Linde PLC Add +3.3% 19.02% +6.93

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$175.6MHLT, TSM, LIN, AMZN, NVDA
Q1 2026 9$127.6MHLT, TSM, LIN, APG, AMZN
Q4 2025 11$187.9MHLT, LIN, TSM, APG, AMZN
Q3 2025 12$192.2MLIN, HLT, TSM, AMZN, MLM
Q2 2025 13$186.0MHLT, LIN, GE, TSM, AMZN
Q1 2025 13$165.3MHLT, GE, LIN, TSM, ORLY
Q4 2024 12$150.3MHLT, GE, LIN, TSM, ORLY
Q3 2024 9$149.3MHLT, GE, LIN, PLNT, ORLY
Q2 2024 10$163.0MHLT, QQQ, APG, PLNT, LIN
Q1 2024 7$166.4MHLT, LIN, APG, PLNT, CSGP