Aryeh Capital Management as of Sept. 30, 2023
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 8 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 22.9 | $29M | 247k | 115.39 | |
| Willis Towers Watson SHS (WTW) | 16.2 | $20M | 96k | 208.96 | |
| Fiserv (FI) | 13.3 | $17M | 147k | 112.96 | |
| Us Foods Hldg Corp call (USFD) | 12.6 | $16M | 394k | 39.70 | |
| Kkr & Co (KKR) | 11.9 | $15M | 240k | 61.60 | |
| Aercap Holdings Nv SHS (AER) | 11.4 | $14M | 226k | 62.67 | |
| Comcast Corp Cl A (CMCSA) | 11.2 | $14M | 313k | 44.34 | |
| Mister Car Wash (MCW) | 0.5 | $622k | 113k | 5.51 |
