13F HOLDINGS REPORT
Aryeh Capital Management Ltd.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001420506-23-000649
Total Value
$134.5M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COMCAST CORP-CLASS A | CCZ | 750,906 | $26.3M | 19.53% |
| 2 | FISERV INC | FISV | 245,442 | $24.8M | 18.45% |
| 3 | US FOODS HOLDING CORP | USFD | 614,300 | $20.9M | 15.54% |
| 4 | VALVOLINE INC | VVV | 568,222 | $18.6M | 13.80% |
| 5 | CLARIVATE PLC | CLVT | 1,784,361 | $14.9M | 11.07% |
| 6 | KKR & CO INC | KKRT | 239,800 | $11.1M | 8.28% |
| 7 | HCA HEALTHCARE INC | HCA | 43,631 | $10.5M | 7.79% |
| 8 | T-MOBILE US INC | TMUSZ | 53,381 | $7.5M | 5.56% |