VeriStar Capital Management as of Dec. 31, 2022
Portfolio Holdings for VeriStar Capital Management
VeriStar Capital Management holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 13.5 | $14M | 7.0k | 2015.28 | |
| Arconic | 12.8 | $13M | 627k | 21.16 | |
| Univar | 12.6 | $13M | 412k | 31.80 | |
| Masonite International | 12.4 | $13M | 160k | 80.61 | |
| Lamb Weston Hldgs (LW) | 12.0 | $13M | 139k | 89.36 | |
| Us Foods Hldg Corp call (USFD) | 10.5 | $11M | 320k | 34.02 | |
| Centene Corporation (CNC) | 10.4 | $11M | 131k | 82.01 | |
| Edison International (EIX) | 6.2 | $6.4M | 101k | 63.62 | |
| Fortune Brands (FBIN) | 6.2 | $6.4M | 112k | 57.11 | |
| Quanta Services (PWR) | 2.5 | $2.6M | 18k | 142.50 | |
| Masterbrand Common Stock (MBC) | 0.8 | $846k | 112k | 7.55 |
