Filed: 11/7/2025ACC: 0001654111-25-000007
📋 What this filing means
PELHAM CAPITAL LTD. filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $202.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$202.10M
Total AUM (reported)
1.17M
Total Shares
Allocation by class
COM$114.08M56.4%
SHS$24.37M12.1%
SPONSORED ADS$20.60M10.2%
COM NEW$16.80M8.3%
COM STK$13.41M6.6%
CL A$12.84M6.4%
Portfolio Concentration
Top 3$68.47M33.9%
4–10$111.38M55.1%
11–25$22.25M11.0%
Top 3 weight
33.9%
Top 10 weight
89.0%
Voting Authority Distribution
Total shares with voting rights: 1.17M
Sole
Full voting authority
1.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
LINDE PLC
SOLEShares51.30K
TypeSH
Market value$24.37M
12.06%
Sole
51.30K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares90.58K
TypeSH
Market value$23.50M
11.63%
Sole
90.58K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares73.78K
TypeSH
Market value$20.60M
10.20%
Sole
73.78K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares89.27K
TypeSH
Market value$19.60M
9.70%
Sole
89.27K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares30.05K
TypeSH
Market value$18.94M
9.37%
Sole
30.05K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares55.83K
TypeSH
Market value$16.80M
8.31%
Sole
55.83K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares148.02K
TypeSH
Market value$15.96M
7.90%
Sole
148.02K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares44.67K
TypeSH
Market value$13.84M
6.85%
Sole
44.67K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares390.14K
TypeSH
Market value$13.41M
6.63%
Sole
390.14K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares123.71K
TypeSH
Market value$12.84M
6.35%
Sole
123.71K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares32.70K
TypeSH
Market value$9.94M
4.92%
Sole
32.70K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares27.98K
TypeSH
Market value$6.91M
3.42%
Sole
27.98K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares8.78K
TypeSH
Market value$5.40M
2.67%
Sole
8.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LINDE PLCSOLE | SHS | 51.30K | SH | $24.37M 12.06% | 51.30K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 90.58K | SH | $23.50M 11.63% | 90.58K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 73.78K | SH | $20.60M 10.20% | 73.78K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 89.27K | SH | $19.60M 9.70% | 89.27K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 30.05K | SH | $18.94M 9.37% | 30.05K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 55.83K | SH | $16.80M 8.31% | 55.83K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 148.02K | SH | $15.96M 7.90% | 148.02K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 44.67K | SH | $13.84M 6.85% | 44.67K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 390.14K | SH | $13.41M 6.63% | 390.14K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 123.71K | SH | $12.84M 6.35% | 123.71K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 32.70K | SH | $9.94M 4.92% | 32.70K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 27.98K | SH | $6.91M 3.42% | 27.98K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 8.78K | SH | $5.40M 2.67% | 8.78K | 0.00 | 0.00 |