Aryeh Capital Management as of June 30, 2022
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 10 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 15.8 | $39M | 355k | 110.64 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 14.3 | $36M | 308k | 115.64 | |
| Valvoline Inc Common (VVV) | 13.3 | $33M | 1.1M | 28.83 | |
| Fiserv (FI) | 12.0 | $30M | 335k | 88.97 | |
| Clarivate Ord Shs (CLVT) | 11.9 | $30M | 2.1M | 13.86 | |
| Metropcs Communications (TMUS) | 10.0 | $25M | 185k | 134.54 | |
| Brunswick Corporation (BC) | 6.9 | $17M | 261k | 65.38 | |
| Comcast Corp Cl A (CMCSA) | 6.6 | $16M | 415k | 39.24 | |
| Kkr & Co (KKR) | 4.8 | $12M | 255k | 46.29 | |
| Aercap Holdings Nv SHS (AER) | 4.4 | $11M | 267k | 40.94 |
