VeriStar Capital Management as of Sept. 30, 2022
Portfolio Holdings for VeriStar Capital Management
VeriStar Capital Management holds 11 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 12.2 | $11M | 6.7k | 1643.17 | |
| Masonite International (DOOR) | 12.2 | $11M | 154k | 71.29 | |
| Lamb Weston Hldgs (LW) | 11.5 | $10M | 134k | 77.38 | |
| Arconic | 11.4 | $10M | 602k | 17.04 | |
| Centene Corporation (CNC) | 10.9 | $9.8M | 126k | 77.81 | |
| Univar | 10.0 | $9.0M | 395k | 22.74 | |
| Us Foods Hldg Corp call (USFD) | 9.0 | $8.1M | 307k | 26.44 | |
| Wolverine World Wide (WWW) | 8.9 | $8.0M | 520k | 15.39 | |
| Edison International (EIX) | 7.0 | $6.3M | 111k | 56.58 | |
| Fortune Brands (FBIN) | 4.4 | $4.0M | 75k | 53.69 | |
| Quanta Services (PWR) | 2.5 | $2.3M | 18k | 127.37 |
