Aryeh Capital Management as of March 31, 2025
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 12 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Payments (GPN) | 18.9 | $27M | 270k | 97.92 | |
| Willis Towers Watson SHS (WTW) | 14.4 | $20M | 60k | 337.95 | |
| Us Foods Hldg Corp call (USFD) | 10.1 | $14M | 216k | 65.46 | |
| Aercap Holdings Nv SHS (AER) | 9.7 | $14M | 133k | 102.17 | |
| Frontdoor (FTDR) | 7.3 | $10M | 264k | 38.42 | |
| Aon Shs Cl A (AON) | 7.2 | $10M | 25k | 399.09 | |
| Fiserv (FI) | 6.5 | $9.1M | 41k | 220.83 | |
| Acadia Healthcare (ACHC) | 5.9 | $8.3M | 274k | 30.32 | |
| Iqvia Holdings (IQV) | 5.6 | $7.8M | 44k | 176.30 | |
| Comcast Corp Cl A (CMCSA) | 5.5 | $7.7M | 208k | 36.90 | |
| Apartment Invt & Mgmt Cl A (AIV) | 5.0 | $7.0M | 794k | 8.80 | |
| Caesars Entertainment (CZR) | 3.9 | $5.5M | 221k | 25.00 |
