Aryeh Capital Management as of Dec. 31, 2024
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 18.2 | $30M | 270k | 112.06 | |
| Willis Towers Watson SHS (WTW) | 16.7 | $28M | 89k | 313.24 | |
| Frontdoor (FTDR) | 11.5 | $19M | 351k | 54.67 | |
| Us Foods Hldg Corp call (USFD) | 9.9 | $16M | 244k | 67.46 | |
| Fiserv (FI) | 9.7 | $16M | 79k | 205.42 | |
| Aon Shs Cl A (AON) | 9.2 | $15M | 43k | 359.16 | |
| Aercap Holdings Nv SHS (AER) | 7.6 | $13M | 133k | 95.70 | |
| Comcast Corp Cl A (CMCSA) | 7.0 | $12M | 313k | 37.53 | |
| Acadia Healthcare (ACHC) | 6.5 | $11M | 274k | 39.65 | |
| Caesars Entertainment (CZR) | 3.5 | $5.8M | 174k | 33.42 | |
| Office Pptys Income Tr Com Shs Ben Int (OPI) | 0.2 | $364k | 364k | 1.00 |
