VeriStar Capital Management as of Sept. 30, 2023
Portfolio Holdings for VeriStar Capital Management
VeriStar Capital Management holds 11 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Molina Healthcare (MOH) | 14.2 | $17M | 51k | 327.89 | |
| Booking Holdings (BKNG) | 11.6 | $14M | 4.4k | 3083.95 | |
| Sensata Technologies Hldg Pl SHS (ST) | 11.6 | $14M | 359k | 37.82 | |
| Godaddy Cl A (GDDY) | 11.2 | $13M | 177k | 74.48 | |
| Centene Corporation (CNC) | 9.0 | $11M | 153k | 68.88 | |
| Integra Lifesciences Hldgs C Com New (IART) | 8.7 | $10M | 268k | 38.19 | |
| Lamb Weston Hldgs (LW) | 8.6 | $10M | 109k | 92.46 | |
| Edison International (EIX) | 7.9 | $9.3M | 146k | 63.29 | |
| Quanta Services (PWR) | 6.3 | $7.3M | 39k | 187.07 | |
| Us Foods Hldg Corp call (USFD) | 5.6 | $6.5M | 164k | 39.70 | |
| Fortune Brands (FBIN) | 5.3 | $6.3M | 101k | 62.16 |
