Aryeh Capital Management as of Dec. 31, 2021
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 11 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 14.4 | $42M | 309k | 135.18 | |
| Comcast Corp Cl A (CMCSA) | 14.4 | $42M | 827k | 50.33 | |
| Fiserv (FI) | 14.1 | $41M | 392k | 103.79 | |
| Aercap Holdings Nv SHS (AER) | 10.5 | $30M | 465k | 65.42 | |
| Valvoline Inc Common (VVV) | 9.9 | $29M | 768k | 37.29 | |
| Dollar Tree (DLTR) | 9.2 | $27M | 189k | 140.52 | |
| First American Financial (FAF) | 8.8 | $26M | 327k | 78.23 | |
| Insperity (NSP) | 6.3 | $18M | 155k | 118.11 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 5.6 | $16M | 101k | 161.10 | |
| Kkr & Co (KKR) | 5.2 | $15M | 203k | 74.50 | |
| Epr Pptys Conv Pfd 9% Sr E (EPR.PE) | 1.5 | $4.4M | 124k | 35.75 |
