Aryeh Capital Management as of Sept. 30, 2021
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 11 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First American Financial (FAF) | 12.5 | $32M | 477k | 67.05 | |
| Valvoline Inc Common (VVV) | 12.2 | $31M | 1.0M | 31.18 | |
| Fiserv (FI) | 12.0 | $31M | 284k | 108.50 | |
| Global Payments (GPN) | 11.8 | $30M | 192k | 157.58 | |
| Dollar Tree (DLTR) | 10.1 | $26M | 270k | 95.72 | |
| Comcast Corp Cl A (CMCSA) | 8.9 | $23M | 410k | 55.93 | |
| Aercap Holdings Nv SHS (AER) | 8.5 | $22M | 377k | 57.81 | |
| Insperity (NSP) | 8.4 | $22M | 194k | 110.74 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 6.3 | $16M | 94k | 172.71 | |
| Hca Holdings (HCA) | 5.3 | $14M | 56k | 242.72 | |
| Kkr & Co (KKR) | 4.2 | $11M | 177k | 60.88 |
