VeriStar Capital Management as of Dec. 31, 2023
Portfolio Holdings for VeriStar Capital Management
VeriStar Capital Management holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lamb Weston Hldgs (LW) | 13.1 | $20M | 183k | 108.09 | |
| Godaddy Cl A (GDDY) | 12.4 | $19M | 177k | 106.16 | |
| Sensata Technologies Hldg Pl SHS (ST) | 12.1 | $18M | 490k | 37.57 | |
| Molina Healthcare (MOH) | 11.1 | $17M | 47k | 361.31 | |
| Booking Holdings (BKNG) | 9.9 | $15M | 4.2k | 3547.22 | |
| Us Foods Hldg Corp call (USFD) | 9.1 | $14M | 304k | 45.41 | |
| Quanta Services (PWR) | 7.7 | $12M | 54k | 215.80 | |
| Integra Lifesciences Hldgs C Com New (IART) | 7.7 | $12M | 268k | 43.55 | |
| Fortune Brands (FBIN) | 7.7 | $12M | 153k | 76.14 | |
| Edison International (EIX) | 7.3 | $11M | 154k | 71.49 | |
| Fiserv (FI) | 2.0 | $3.0M | 23k | 132.84 |
