Aryeh Capital Management as of March 31, 2022
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 10 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 17.1 | $51M | 376k | 136.84 | |
| Fiserv (FI) | 14.8 | $44M | 437k | 101.40 | |
| Comcast Corp Cl A (CMCSA) | 14.3 | $43M | 915k | 46.82 | |
| Clarivate Ord Shs (CLVT) | 12.8 | $38M | 2.3M | 16.76 | |
| Valvoline Inc Common (VVV) | 11.7 | $35M | 1.1M | 31.56 | |
| Metropcs Communications (TMUS) | 9.0 | $27M | 210k | 128.35 | |
| Aercap Holdings Nv SHS (AER) | 8.6 | $26M | 514k | 50.28 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 6.0 | $18M | 132k | 135.32 | |
| Kkr & Co (KKR) | 5.0 | $15M | 255k | 58.47 | |
| Insperity (NSP) | 0.8 | $2.5M | 25k | 100.43 |
