13F HOLDINGS REPORT
Aryeh Capital Management Ltd.
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001420506-23-001627
Total Value
$135.6M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL PMTS INC | 37940X102 | 246,681 | $24.3M | 17.92% |
| 2 | CLARIVATE PLC | CLVT | 2,523,751 | $24.1M | 17.74% |
| 3 | US FOODS HLDG CORP | USFD | 475,865 | $20.9M | 15.44% |
| 4 | FISERV INC | FISV | 146,842 | $18.5M | 13.66% |
| 5 | KKR & CO INC | KKRT | 239,800 | $13.4M | 9.90% |
| 6 | COMCAST CORP NEW | CCZ | 312,706 | $13.0M | 9.58% |
| 7 | WILLIS TOWERS WATSON PLC LTD | WTW | 50,500 | $11.9M | 8.77% |
| 8 | DOLLAR GEN CORP NEW | 256677105 | 55,800 | $9.5M | 6.99% |