Aryeh Capital Management as of June 30, 2024
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 10 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 16.8 | $26M | 270k | 96.70 | |
| Willis Towers Watson SHS (WTW) | 15.0 | $23M | 89k | 262.14 | |
| Fiserv (FI) | 14.1 | $22M | 147k | 149.04 | |
| Us Foods Hldg Corp call (USFD) | 10.2 | $16M | 299k | 52.98 | |
| Aercap Holdings Nv SHS (AER) | 9.5 | $15M | 159k | 93.20 | |
| Aon Shs Cl A (AON) | 8.1 | $13M | 43k | 293.58 | |
| Comcast Corp Cl A (CMCSA) | 7.9 | $12M | 313k | 39.16 | |
| Frontdoor (FTDR) | 7.6 | $12M | 351k | 33.79 | |
| Aptiv SHS (APTV) | 6.2 | $9.7M | 138k | 70.42 | |
| Mister Car Wash (MCW) | 4.7 | $7.3M | 1.0M | 7.12 |
