Aryeh Capital Management as of June 30, 2021
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 11 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Broadband Corp Com Ser C (LBRDK) | 14.4 | $31M | 177k | 173.66 | |
| First American Financial (FAF) | 13.9 | $30M | 477k | 62.35 | |
| Valvoline Inc Common (VVV) | 12.7 | $27M | 835k | 32.46 | |
| Fiserv (FI) | 12.1 | $26M | 242k | 106.89 | |
| Aon Shs Cl A (AON) | 9.8 | $21M | 88k | 238.76 | |
| Comcast Corp Cl A (CMCSA) | 7.9 | $17M | 298k | 57.02 | |
| Insperity (NSP) | 7.1 | $15M | 168k | 90.37 | |
| Dollar Tree (DLTR) | 6.9 | $15M | 149k | 99.50 | |
| Hca Holdings (HCA) | 6.8 | $15M | 70k | 206.73 | |
| Aercap Holdings Nv SHS (AER) | 4.6 | $9.9M | 193k | 51.21 | |
| Willis Towers Watson SHS (WTW) | 3.8 | $8.2M | 36k | 230.03 |
