Pelham Capital Ltd.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Pelham Capital Ltd. reported 9 stock positions worth $149.3 million. Its top holding was Hilton Worldwide (HLT) at 24.8% of the portfolio, followed by General Electric (GE, 16.3%) and Linde (LIN, 12.4%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 4 and reduced 4. The biggest buy was General Electric (GE, shares +210%) and the biggest sale an exit from Api (APG).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001654111
Portfolio Value
$149.3M (Q3 2024)
SEC Filing
0001011438-24-000494 ↗ filed Oct 18, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $166.4M Q1 2024 Q2 2024: $163.0M Q2 2024 Q3 2024: $149.3M $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 9 stocks · $149.3M
HLT Hilton Worldwide Holdings Inc. 24.80% 160,629 $37.0M Add +7.1%
GE General Electric filed as GE AEROSPACE 16.29% 128,986 $24.3M Add +209.6%
LIN Linde PLC 12.45% 38,981 $18.6M Reduce -7.5%
PLNT Planet Fitness Inc. Class A 11.36% 208,869 $17.0M Reduce -22.4%
ORLY O'reilly Automotive Inc. 8.26% 10,714 $12.3M Add +33.8%
TSM Taiwan Semiconductor-SP ADR 7.99% 68,700 $11.9M Add +68.6%
QQQ Invesco QQQ Trust Series 1 7.12% 21,789 $10.6M Reduce -55.9%
SHCO Soho House & Co. Inc. 6.51% 1,905,803 $9.7M Reduce -36.5%
CVNA Carvana Co. 5.21% 44,700 $7.8M New

Options reported separately and not counted above: TSM puts ($18.2M).

Portfolio Sells Q2 2024 → Q3 2024
APG Api Group Corp. Sold out 0.00% −12.94
QQQ Invesco QQQ Trust Series 1 Reduce -55.9% 7.12% −7.41
RACE Ferrari NV Sold out 0.00% −5.60
SHCO Soho House & Co. Inc. Reduce -36.5% 6.51% −3.26
PLNT Planet Fitness Inc. Class A Reduce -22.4% 11.36% −0.78
LIN Linde PLC Reduce -7.5% 12.45% +1.10

Portfolio Buys Q2 2024 → Q3 2024
GE General Electric Add +209.6% 16.29% +12.23
CVNA Carvana Co. New 5.21% +5.21
HLT Hilton Worldwide Holdings Inc. Add +7.1% 24.80% +4.73
TSM Taiwan Semiconductor-SP ADR Add +68.6% 7.99% +3.65
ORLY O'reilly Automotive Inc. Add +33.8% 8.26% +3.08

Options Activity Q2 2024 → Q3 2024
TSM Taiwan Semiconductor-SP ADR put New 105,000 $18.2M
ATKR Atkore Inc. put Sold out 25,700 $3.5Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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