Investor
Pelham Capital Ltd.
CIK 0001654111 · filed 2026-05-12 · SEC filing
13F book
$127.6M
Positions
9
1 new · 3 sold
Largest name
19.1%
Hilton Worldwide Hldgs Inc
Est. mark
$3.34M
Price effect on 8 names still held. Flow −$63.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Hilton Worldwide Hldgs Inc | — | 80K | $24.3M | 19.1% | $1.35M | Cut−$1.69M |
| Taiwan Semiconductor Mfg Ltd | — | 54K | $18.2M | 14.3% | $1.84M | Cut−$583.4K |
| Linde Plc | LIN | 31.5K | $15.6M | 12.2% | $2.19M | Cut−$7.75M |
| Api Group Corp | APG | 358K | $14.5M | 11.4% | $809.1K | Cut−$3.91M |
| Amazon Com Inc | AMZN | 64K | $13.3M | 10.4% | −$1.44M | Cut−$4.29M |
| Oreilly Automotive Inc | — | 129.8K | $12M | 9.4% | $142.7K | Cut−$1.52M |
| Martin Marietta Matls Inc | — | 18.5K | $10.9M | 8.5% | −$628K | Cut−$4.57M |
| Ge Aerospace | — | 37.6K | $10.7M | 8.4% | −$912.7K | Cut−$3.24M |
| Amphenol Corp New | — | 63.7K | $8.04M | 6.3% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.