Aryeh Capital Management as of Sept. 30, 2024
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 16.7 | $28M | 270k | 102.42 | |
| Willis Towers Watson SHS (WTW) | 15.8 | $26M | 89k | 294.53 | |
| Fiserv (FI) | 13.6 | $23M | 126k | 179.65 | |
| Frontdoor (FTDR) | 10.2 | $17M | 351k | 47.99 | |
| Us Foods Hldg Corp call (USFD) | 9.0 | $15M | 244k | 61.50 | |
| Aon Shs Cl A (AON) | 8.9 | $15M | 43k | 345.99 | |
| Comcast Corp Cl A (CMCSA) | 7.9 | $13M | 313k | 41.77 | |
| Aercap Holdings Nv SHS (AER) | 7.6 | $13M | 133k | 94.72 | |
| Aptiv SHS (APTV) | 6.0 | $9.9M | 138k | 72.01 | |
| Caesars Entertainment (CZR) | 4.4 | $7.3M | 174k | 41.74 |
