VeriStar Capital Management as of June 30, 2022
Portfolio Holdings for VeriStar Capital Management
VeriStar Capital Management holds 11 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arconic | 12.9 | $14M | 500k | 28.05 | |
| Masonite International | 10.8 | $12M | 154k | 76.83 | |
| Booking Holdings (BKNG) | 10.4 | $11M | 6.5k | 1748.92 | |
| Frontdoor (FTDR) | 9.6 | $11M | 435k | 24.08 | |
| Centene Corporation (CNC) | 9.5 | $10M | 123k | 84.61 | |
| Wolverine World Wide (WWW) | 9.4 | $10M | 506k | 20.16 | |
| Univar | 8.8 | $9.6M | 384k | 24.87 | |
| Lamb Weston Hldgs (LW) | 8.5 | $9.3M | 130k | 71.46 | |
| Us Foods Hldg Corp call (USFD) | 8.4 | $9.2M | 299k | 30.68 | |
| Edison International (EIX) | 6.3 | $6.8M | 108k | 63.24 | |
| Quanta Services (PWR) | 5.5 | $6.0M | 48k | 125.34 |
