PELHAM CAPITAL LTD.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APG | 390K | $13.41M |
 | ORLY | 148K | $15.96M |
 | PLNT | 124K | $12.84M |
 | HLT | 91K | $23.50M |
 | AMZN | 89K | $19.60M |
 | TSM | 74K | $20.60M |
 | GE | 56K | $16.80M |
 | LIN | 51K | $24.37M |
 | AJG | 45K | $13.84M |
 | MLM | 30K | $18.94M |
 | PGR | 28K | $6.91M |
 | GEV | 9K | $5.40M |
APi Group Corporation
APG
Shares Held
390K
Value
$13.41M
O'Reilly Automotive, Inc.
ORLY
Shares Held
148K
Value
$15.96M
Planet Fitness, Inc.
PLNT
Shares Held
124K
Value
$12.84M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
91K
Value
$23.50M
Amazon.com, Inc.
AMZN
Shares Held
89K
Value
$19.60M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
74K
Value
$20.60M
GE Aerospace
GE
Shares Held
56K
Value
$16.80M
Linde plc
LIN
Shares Held
51K
Value
$24.37M
Arthur J. Gallagher & Co.
AJG
Shares Held
45K
Value
$13.84M
Martin Marietta Materials, Inc.
MLM
Shares Held
30K
Value
$18.94M
The Progressive Corporation
PGR
Shares Held
28K
Value
$6.91M
GE Vernova Inc.
GEV
Shares Held
9K
Value
$5.40M