Pelham Capital Ltd. PLNT — PLANET FITNESS INC

Ownership history in Pelham Capital Ltd.  ·  14 quarters on record

AI Ownership Summary

Pelham Capital Ltd. reported PLANET FITNESS INC (PLNT) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.45% in 2023 Q4. The latest visible filing shows PLNT at 8.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PLNT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pelham Capital Ltd.'s position in PLANET FITNESS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PLNT was reported at 8.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.45% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PLNT stock page Pelham Capital Ltd. fund profile Pelham Capital Ltd. full holdings
How Pelham Capital Ltd. held PLNT — position size vs. price
% of Fund (quarterly)    PLNT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 143,044 +19,338 +15.6% 8.26% $15.5M 2026-02-14 (Est.) $90.70
2025 Q3 REDUCED 40.8% +5.4% ❌ 123,706 -85,163 -40.8% 6.35% $12.8M 2025-11-07 $106.35
2024 Q3 REDUCED 22.4% +22.7% ❌ 208,869 -60,125 -22.4% 10.13% $17.0M 2024-10-18 $80.49
2024 Q2 REDUCED 14.6% +10.4% ❌ 268,994 -45,932 -14.6% 11.89% $19.8M 2024-07-18 $76.75
2024 Q1 REDUCED 29.0% +15.2% ❌ 314,926 -128,746 -29.0% 11.85% $19.7M 2024-04-26 $60.27
2023 Q4 REDUCED 39.7% -12.2% ✅ 443,672 -291,828 -39.7% 14.45% $32.4M 2024-01-17 $73.82
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PLNT

As of 2026 Q1 — sorted by position size

Walter Public Investments Inc. 3Y 1.03% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.96% Future Fund LLC 3Y 0.8% Katamaran Capital LLP 0.78% HERITAGE OAK WEALTH ADVISORS LLC 0.65% OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3Y 7Y 0.6% Ninety One SA (PTY) Ltd 3Y 7Y 0.49% Ninety One UK Ltd 3Y 7Y 0.49% BW Gestao de Investimentos Ltda. 3Y 7Y 0.47% Oak Thistle LLC 3Y 0.38%

FAQ About Pelham Capital Ltd. and PLNT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pelham Capital Ltd. reported owning PLNT?

Pelham Capital Ltd. reported PLNT across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PLNT position in Pelham Capital Ltd.'s portfolio?

The largest reported portfolio weight for PLNT was 14.45% in 2023 Q4.

What is the latest reported PLNT position on this page?

The most recent filing on this page is 2025 Q4, when Pelham Capital Ltd. reported 143,044 shares, equal to 8.26% of portfolio, with an estimated market value of $15.5M.

What does the chart on this PLNT ownership page compare?

The chart compares Pelham Capital Ltd.'s quarterly PLNT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Pelham Capital Ltd. time their PLNT position?

Based on 13F filing dates vs. subsequent PLNT price moves, Pelham Capital Ltd. correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on PLNT relative to SPY over the holding period was -14.2%.

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