Aryeh Capital Management as of Dec. 31, 2023
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 18.9 | $31M | 247k | 127.00 | |
| Willis Towers Watson SHS (WTW) | 12.2 | $20M | 84k | 241.20 | |
| Us Foods Hldg Corp call (USFD) | 11.9 | $20M | 434k | 45.41 | |
| Fiserv (FI) | 11.8 | $20M | 147k | 132.84 | |
| Aercap Holdings Nv SHS (AER) | 10.2 | $17M | 226k | 74.32 | |
| Kkr & Co (KKR) | 9.4 | $16M | 188k | 82.85 | |
| Hca Holdings (HCA) | 8.9 | $15M | 54k | 270.68 | |
| Mister Car Wash (MCW) | 8.3 | $14M | 1.6M | 8.64 | |
| Comcast Corp Cl A (CMCSA) | 8.3 | $14M | 313k | 43.85 |
