13F HOLDINGS REPORT
Aryeh Capital Management Ltd.
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001420506-23-001169
Total Value
$129.2M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL PMTS INC | 37940X102 | 238,081 | $25.1M | 19.39% |
| 2 | FISERV INC | FISV | 168,842 | $19.1M | 14.77% |
| 3 | US FOODS HLDG CORP | USFD | 497,700 | $18.4M | 14.22% |
| 4 | CLARIVATE PLC | CLVT | 1,866,051 | $17.5M | 13.56% |
| 5 | VALVOLINE INC | VVV | 487,122 | $17.0M | 13.17% |
| 6 | KKR & CO INC | KKRT | 239,800 | $12.6M | 9.74% |
| 7 | COMCAST CORP NEW | CCZ | 312,706 | $11.9M | 9.17% |
| 8 | T-MOBILE US INC | TMUSZ | 53,381 | $7.7M | 5.98% |