Aryeh Capital Management as of Sept. 30, 2025
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson SHS (WTW) | 19.4 | $23M | 67k | 345.45 | |
| First American Financial (FAF) | 10.6 | $13M | 197k | 64.24 | |
| Us Foods Hldg Corp call (USFD) | 10.3 | $12M | 160k | 76.62 | |
| Iqvia Holdings (IQV) | 9.9 | $12M | 62k | 189.94 | |
| Aon Shs Cl A (AON) | 9.6 | $12M | 32k | 356.58 | |
| Valvoline Inc Common (VVV) | 8.6 | $10M | 285k | 35.91 | |
| Acadia Healthcare (ACHC) | 7.8 | $9.3M | 377k | 24.76 | |
| Aercap Holdings Nv SHS (AER) | 6.0 | $7.2M | 60k | 121.00 | |
| Comcast Corp Cl A (CMCSA) | 5.5 | $6.5M | 208k | 31.42 | |
| Frontdoor (FTDR) | 5.3 | $6.3M | 93k | 67.29 | |
| Fiserv (FI) | 4.4 | $5.3M | 41k | 128.93 | |
| Mister Car Wash (MCW) | 2.6 | $3.2M | 593k | 5.33 |
