Pelham Capital Ltd. Buys Ferguson PLC, United Rentals Inc, RH, Sells Altice USA Inc, Coupa Software Inc, Ritchie Bros Auctioneers Inc

• New Purchases: FERG,
• Added Positions: URI, RH, CVNA, HLT, MCG, SKIL,
• Reduced Positions: RBA, KBR, BBWI, EXPE,
• Sold Out: ATUS, COUP,

For the details of Pelham Capital Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/pelham+capital+ltd./current-portfolio/portfolio

1. Bath & Body Works Inc (BBWI) - 4,109,745 shares, 16.26% of the total portfolio. Shares reduced by 9.68%
2. RH (RH) - 391,461 shares, 11.89% of the total portfolio. Shares added by 30.74%
3. Carvana Co (CVNA) - 884,568 shares, 11.63% of the total portfolio. Shares added by 25.79%
4. Hilton Worldwide Holdings Inc (HLT) - 1,264,321 shares, 11.18% of the total portfolio. Shares added by 13.75%
5. Expedia Group Inc (EXPE) - 1,051,510 shares, 10.77% of the total portfolio. Shares reduced by 11.75%

Pelham Capital Ltd. initiated holding in Ferguson PLC. The purchase prices were between $139.46 and $180.76, with an estimated average price of $156.98. The stock is now traded at around $152.204700. The impact to a portfolio due to this purchase was 6.87%. The holding were 675,241 shares as of 2021-12-31.

Pelham Capital Ltd. added to a holding in United Rentals Inc by 44.61%. The purchase prices were between $321.98 and $392.79, with an estimated average price of $356.37. The stock is now traded at around $312.990000. The impact to a portfolio due to this purchase was 3.08%. The holding were 529,504 shares as of 2021-12-31.

Pelham Capital Ltd. added to a holding in RH by 30.74%. The purchase prices were between $527.42 and $689.63, with an estimated average price of $613.5. The stock is now traded at around $400.850000. The impact to a portfolio due to this purchase was 2.8%. The holding were 391,461 shares as of 2021-12-31.

Pelham Capital Ltd. added to a holding in Carvana Co by 25.79%. The purchase prices were between $204.12 and $303.18, with an estimated average price of $274.34. The stock is now traded at around $128.440000. The impact to a portfolio due to this purchase was 2.38%. The holding were 884,568 shares as of 2021-12-31.

Pelham Capital Ltd. added to a holding in Membership Collective Group Inc by 38.47%. The purchase prices were between $10.4 and $13.53, with an estimated average price of $11.98. The stock is now traded at around $8.710000. The impact to a portfolio due to this purchase was 1.28%. The holding were 6,364,506 shares as of 2021-12-31.

Pelham Capital Ltd. added to a holding in Skillsoft Corp by 20.40%. The purchase prices were between $9.15 and $12.82, with an estimated average price of $11.49. The stock is now traded at around $6.150000. The impact to a portfolio due to this purchase was 0.46%. The holding were 5,200,322 shares as of 2021-12-31.

Pelham Capital Ltd. sold out a holding in Altice USA Inc. The sale prices were between $14.65 and $19.51, with an estimated average price of $16.88.

Pelham Capital Ltd. sold out a holding in Coupa Software Inc. The sale prices were between $151.8 and $256.5, with an estimated average price of $204.91.