Aryeh Capital Management as of March 31, 2023
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 8 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 19.4 | $25M | 238k | 105.24 | |
| Fiserv (FI) | 14.8 | $19M | 169k | 113.03 | |
| Us Foods Hldg Corp call (USFD) | 14.2 | $18M | 498k | 36.94 | |
| Clarivate Ord Shs (CLVT) | 13.6 | $18M | 1.9M | 9.39 | |
| Valvoline Inc Common (VVV) | 13.2 | $17M | 487k | 34.94 | |
| Kkr & Co (KKR) | 9.7 | $13M | 240k | 52.52 | |
| Comcast Corp Cl A (CMCSA) | 9.2 | $12M | 313k | 37.91 | |
| Metropcs Communications (TMUS) | 6.0 | $7.7M | 53k | 144.84 |
