Aryeh Capital Management as of June 30, 2025
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 13 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson SHS (WTW) | 16.1 | $21M | 67k | 306.50 | |
| Us Foods Hldg Corp call (USFD) | 11.3 | $14M | 187k | 77.01 | |
| Aercap Holdings Nv SHS (AER) | 8.9 | $11M | 97k | 117.00 | |
| Frontdoor (FTDR) | 8.5 | $11M | 185k | 58.94 | |
| Iqvia Holdings (IQV) | 7.7 | $9.8M | 62k | 157.59 | |
| First American Financial (FAF) | 7.5 | $9.6M | 157k | 61.39 | |
| Aon Shs Cl A (AON) | 7.1 | $9.1M | 25k | 356.76 | |
| Valvoline Inc Common (VVV) | 6.5 | $8.4M | 221k | 37.87 | |
| Apartment Invt & Mgmt Cl A (AIV) | 6.3 | $8.0M | 926k | 8.65 | |
| Acadia Healthcare (ACHC) | 5.9 | $7.5M | 332k | 22.69 | |
| Comcast Corp Cl A (CMCSA) | 5.8 | $7.4M | 208k | 35.69 | |
| Fiserv (FI) | 5.5 | $7.1M | 41k | 172.41 | |
| Mister Car Wash (MCW) | 2.8 | $3.6M | 593k | 6.01 |
