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Pelham Capital Ltd.

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13F filer, CIK 1654111, LONDON, United Kingdom

Pelham Capital Ltd. reported $127,599,755 across 9 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001654111-26-000003

Period
2026-03-31
Reported value
$128M
Holdings
9
Top 10 weight
100%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
APHnew+63,665$8.04M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PLNTexited-143,044-$15.5M
MCOexited-26,868-$13.7M
AJGexited-44,672-$11.6M
LINreduced-23,303-$11.6M
APGreduced-123,296-$5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001654111-26-000003, largest first. % of portfolio is the value over $127,599,755, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,629 shares; 2024Q4: 118,727 shares; 2025Q1: 125,975 shares; 2025Q2: 108,902 shares; 2025Q3: 90,583 shares; 2025Q4: 90,583 shares; 2026Q1: 80,000 shares 80,000$24.3M19.06%-10,583Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,700 shares; 2024Q4: 78,514 shares; 2025Q1: 78,568 shares; 2025Q2: 74,755 shares; 2025Q3: 73,775 shares; 2025Q4: 61,972 shares; 2026Q1: 54,000 shares 54,000$18.2M14.3%-7,972Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,981 shares; 2024Q4: 40,707 shares; 2025Q1: 42,433 shares; 2025Q2: 43,933 shares; 2025Q3: 51,303 shares; 2025Q4: 54,803 shares; 2026Q1: 31,500 shares 31,500$15.6M12.24%-23,303Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 209,612 shares; 2025Q1: 227,414 shares; 2025Q2: 299,020 shares; 2025Q3: 390,136 shares; 2025Q4: 481,296 shares; 2026Q1: 358,000 shares 358,000$14.5M11.37%-123,296Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,000 shares; 2025Q2: 74,904 shares; 2025Q3: 89,272 shares; 2025Q4: 76,322 shares; 2026Q1: 63,975 shares 63,975$13.3M10.44%-12,347Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,714 shares; 2024Q4: 12,970 shares; 2025Q1: 8,575 shares; 2025Q2: 118,710 shares; 2025Q3: 148,017 shares; 2025Q4: 148,017 shares; 2026Q1: 129,767 shares 129,767$12M9.39%-18,250Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,020 shares; 2025Q2: 19,135 shares; 2025Q3: 30,052 shares; 2025Q4: 24,818 shares; 2026Q1: 18,480 shares 18,480$10.9M8.53%-6,338Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,986 shares; 2024Q4: 124,832 shares; 2025Q1: 100,208 shares; 2025Q2: 79,848 shares; 2025Q3: 55,831 shares; 2025Q4: 45,175 shares; 2026Q1: 37,621 shares 37,621$10.7M8.37%-7,554Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,665 shares 63,665$8.04M6.3%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PLNTPLANET FITNESS MASTER ISSUER143,044$15.5Mshares
MCOMOODYS CORP26,868$13.7Mshares
AJGGALLAGHER ARTHUR J & CO44,672$11.6Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001654111-26-000003 base2026-05-12acceptance time not in the bulk data set