Pelham Capital Ltd.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Pelham Capital Ltd. reported 12 stock positions worth $150.3 million. Its top holding was Hilton Worldwide (HLT) at 19.5% of the portfolio, followed by General Electric (GE, 13.9%) and Linde (LIN, 11.3%). Compared with Q3 2024, it opened 5 new positions, sold out of 2, added to 3 and reduced 4. The biggest buy was a new position in Canadian Pacific Kansas City (CP) and the biggest sale an exit from Planet Fitness Class A (PLNT).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001654111
Portfolio Value
$150.3M (Q4 2024)
SEC Filing
0001011438-25-000056 ↗ filed Jan 28, 2025

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 Q3 2024 Q4 2024: $150.3M $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 12 stocks · $150.3M
HLT Hilton Worldwide Holdings Inc. 19.52% 118,727 $29.3M Reduce -26.1%
GE General Electric filed as GE AEROSPACE 13.85% 124,832 $20.8M Reduce -3.2%
LIN Linde PLC 11.34% 40,707 $17.0M Add +4.4%
TSM Taiwan Semiconductor-SP ADR 10.32% 78,514 $15.5M Add +14.3%
ORLY O'reilly Automotive Inc. 10.23% 12,970 $15.4M Add +21.1%
CP Canadian Pacific Kansas City 8.71% 180,804 $13.1M New
MCO Moody's Corp. 5.31% 16,874 $8.0M New
APG Api Group Corp. 5.02% 209,612 $7.5M New
CRS Carpenter Technology 4.85% 42,960 $7.3M New
CVNA Carvana Co. 4.02% 29,680 $6.0M Reduce -33.6%
GEV GE Vernova Inc. 3.49% 15,952 $5.2M New
SHCO Soho House & Co. Inc. 3.35% 674,881 $5.0M Reduce -64.6%

Options reported separately and not counted above: TSM puts ($20.7M).

Portfolio Sells Q3 2024 → Q4 2024
PLNT Planet Fitness Inc. Class A Sold out 0.00% −11.36
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −7.12
HLT Hilton Worldwide Holdings Inc. Reduce -26.1% 19.52% −5.27
SHCO Soho House & Co. Inc. Reduce -64.6% 3.35% −3.16
GE General Electric Reduce -3.2% 13.85% −2.44
CVNA Carvana Co. Reduce -33.6% 4.02% −1.20

Portfolio Buys Q3 2024 → Q4 2024
CP Canadian Pacific Kansas City New 8.71% +8.71
MCO Moody's Corp. New 5.31% +5.31
APG Api Group Corp. New 5.02% +5.02
CRS Carpenter Technology New 4.85% +4.85
GEV GE Vernova Inc. New 3.49% +3.49
TSM Taiwan Semiconductor-SP ADR Add +14.3% 10.32% +2.33
ORLY O'reilly Automotive Inc. Add +21.1% 10.23% +1.97
LIN Linde PLC Add +4.4% 11.34% −1.11

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