Aryeh Capital Management as of Dec. 31, 2020
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 10 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 23.1 | $43M | 932k | 45.58 | |
| First American Financial (FAF) | 13.4 | $25M | 477k | 51.63 | |
| Valvoline Inc Common (VVV) | 10.9 | $20M | 868k | 23.14 | |
| Insperity (NSP) | 9.9 | $18M | 223k | 81.42 | |
| Comcast Corp Cl A (CMCSA) | 8.5 | $16M | 298k | 52.40 | |
| Hca Holdings (HCA) | 8.3 | $15M | 93k | 164.46 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 7.5 | $14M | 87k | 158.37 | |
| Fiserv (FI) | 7.0 | $13M | 112k | 113.86 | |
| Aon Shs Cl A (AON) | 6.7 | $12M | 59k | 211.26 | |
| Kkr & Co (KKR) | 4.7 | $8.6M | 212k | 40.49 |
