Aryeh Capital Management as of Dec. 31, 2022
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 8 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corp-class A Cl A (CMCSA) | 19.5 | $26M | 751k | 34.97 | |
| Fiserv (FI) | 18.4 | $25M | 245k | 101.07 | |
| Us Foods Hldg Corp call (USFD) | 15.5 | $21M | 614k | 34.02 | |
| Valvoline Inc Common (VVV) | 13.8 | $19M | 568k | 32.65 | |
| Clarivate Ord Shs (CLVT) | 11.1 | $15M | 1.8M | 8.34 | |
| Kkr & Co (KKR) | 8.3 | $11M | 240k | 46.42 | |
| Hca Holdings (HCA) | 7.8 | $11M | 44k | 239.96 | |
| Metropcs Communications (TMUS) | 5.6 | $7.5M | 53k | 140.00 |
