PELHAM CAPITAL LTD.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APG | 481K | $18.41M |
 | ORLY | 148K | $13.50M |
 | PLNT | 143K | $15.52M |
 | HLT | 91K | $26.02M |
 | AMZN | 76K | $17.62M |
 | TSM | 62K | $18.83M |
 | LIN | 55K | $23.37M |
 | GE | 45K | $13.92M |
 | AJG | 45K | $11.56M |
 | MCO | 27K | $13.73M |
 | MLM | 25K | $15.45M |
APi Group Corporation
APG
Shares Held
481K
Value
$18.41M
O'Reilly Automotive, Inc.
ORLY
Shares Held
148K
Value
$13.50M
Planet Fitness, Inc.
PLNT
Shares Held
143K
Value
$15.52M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
91K
Value
$26.02M
Amazon.com, Inc.
AMZN
Shares Held
76K
Value
$17.62M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
62K
Value
$18.83M
Linde plc
LIN
Shares Held
55K
Value
$23.37M
GE Aerospace
GE
Shares Held
45K
Value
$13.92M
Arthur J. Gallagher & Co.
AJG
Shares Held
45K
Value
$11.56M
Moody's Corporation
MCO
Shares Held
27K
Value
$13.73M
Martin Marietta Materials, Inc.
MLM
Shares Held
25K
Value
$15.45M