The Analysis of Pelham Capital Ltd.'s Holdings
Currently, Pelham Capital Ltd. holds 12 types of securities in its portfolio with a total value $192.2M. In the most recent quarter, they have increased their positions in AJG (+44.7K shares, valued at $13.8M), PLNT (+123.7K shares, valued at $12.8M), MLM (+10.9K shares, valued at $6.9M); decreased their positions in GE (-24.0K shares, valued at $7.2M), HLT (-18.3K shares, valued at $4.8M), TSM (-980 shares, valued at $273.7K); initiated new positions in AJG (+44.7K shares, valued at $13.8M), PLNT (+123.7K shares, valued at $12.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LIN LINDE PLC51.3K shares16.78%2025-09-302025-11-07
HLT HILTON WORLDWIDE HLDGS INC90.6K shares-16.82%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD73.8K shares-1.31%2025-09-302025-11-07 AMZN AMAZON COM INC89.3K shares19.18%2025-09-302025-11-07 MLM MARTIN MARIETTA MATLS INC30.1K shares57.05%2025-09-302025-11-07 GE GE AEROSPACE55.8K shares-30.08%2025-09-302025-11-07 ORLY OREILLY AUTOMOTIVE INC148.0K shares24.69%2025-09-302025-11-07 AJG GALLAGHER ARTHUR J & CO44.7K sharesnew addition2025-09-302025-11-07 APG API GROUP CORP390.1K shares30.47%2025-09-302025-11-07 PLNT PLANET FITNESS INC123.7K sharesnew addition2025-09-302025-11-07 PGR PROGRESSIVE CORP28.0K shares32.58%2025-09-302025-11-07 GEV GE VERNOVA INC8.8K shares33.80%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
MCD Put PutMCDONALDS CORP32.7K sharesnew addition2025-09-302025-11-07