VeriStar Capital Management as of June 30, 2023
Portfolio Holdings for VeriStar Capital Management
VeriStar Capital Management holds 11 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 13.6 | $16M | 6.0k | 2700.33 | |
| Molina Healthcare (MOH) | 11.8 | $14M | 47k | 301.24 | |
| Sensata Technologies Hldg Pl SHS (ST) | 11.3 | $14M | 301k | 44.99 | |
| Masonite International (DOOR) | 10.5 | $13M | 123k | 102.44 | |
| Godaddy Cl A (GDDY) | 10.3 | $12M | 164k | 75.13 | |
| Centene Corporation (CNC) | 8.7 | $10M | 155k | 67.45 | |
| Quanta Services (PWR) | 8.0 | $9.6M | 49k | 196.45 | |
| Edison International (EIX) | 7.8 | $9.4M | 135k | 69.45 | |
| Fortune Brands (FBIN) | 7.0 | $8.3M | 116k | 71.95 | |
| Us Foods Hldg Corp call (USFD) | 5.6 | $6.7M | 152k | 44.00 | |
| Lamb Weston Hldgs (LW) | 5.4 | $6.5M | 56k | 114.95 |
