Aryeh Capital Management as of June 30, 2023
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 8 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 17.9 | $24M | 247k | 98.52 | |
| Clarivate Ord Shs (CLVT) | 17.7 | $24M | 2.5M | 9.53 | |
| Us Foods Hldg Corp call (USFD) | 15.4 | $21M | 476k | 44.00 | |
| Fiserv (FI) | 13.7 | $19M | 147k | 126.15 | |
| Kkr & Co (KKR) | 9.9 | $13M | 240k | 56.00 | |
| Comcast Corp Cl A (CMCSA) | 9.6 | $13M | 313k | 41.55 | |
| Willis Towers Watson SHS (WTW) | 8.8 | $12M | 51k | 235.50 | |
| Dollar General (DG) | 7.0 | $9.5M | 56k | 169.78 |
