VeriStar Capital Management as of March 31, 2023
Portfolio Holdings for VeriStar Capital Management
VeriStar Capital Management holds 10 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 14.1 | $16M | 5.8k | 2652.41 | |
| Arconic | 13.2 | $15M | 552k | 26.23 | |
| Univar | 12.8 | $14M | 402k | 35.03 | |
| Masonite International (DOOR) | 11.9 | $13M | 144k | 90.77 | |
| Centene Corporation (CNC) | 10.8 | $12M | 187k | 63.21 | |
| Edison International (EIX) | 8.4 | $9.2M | 131k | 70.59 | |
| Us Foods Hldg Corp call (USFD) | 8.3 | $9.1M | 247k | 36.94 | |
| Lamb Weston Hldgs (LW) | 7.2 | $7.9M | 76k | 104.52 | |
| Godaddy Cl A (GDDY) | 7.2 | $7.9M | 102k | 77.72 | |
| Fortune Brands (FBIN) | 6.0 | $6.6M | 112k | 58.73 |
