Aryeh Capital Management as of Sept. 30, 2022
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 8 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fiserv (FI) | 20.0 | $42M | 445k | 93.57 | |
| Comcast Corp Cl A (CMCSA) | 17.2 | $36M | 1.2M | 29.33 | |
| Valvoline Inc Common (VVV) | 13.9 | $29M | 1.1M | 25.34 | |
| Global Payments (GPN) | 13.7 | $29M | 265k | 108.05 | |
| Metropcs Communications (TMUS) | 11.9 | $25M | 185k | 134.17 | |
| Clarivate Ord Shs (CLVT) | 10.4 | $22M | 2.3M | 9.39 | |
| Us Foods Hldg Corp call (USFD) | 7.8 | $16M | 614k | 26.44 | |
| Kkr & Co (KKR) | 5.1 | $11M | 248k | 43.00 |
