13F HOLDINGS REPORT
Aryeh Capital Management Ltd.
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002099
Total Value
$124.3M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL PMTS INC | 37940X102 | 246,681 | $28.5M | 22.91% |
| 2 | WILLIS TOWERS WATSON PLC LTD | WTW | 96,336 | $20.1M | 16.20% |
| 3 | FISERV INC | FISV | 146,842 | $16.6M | 13.35% |
| 4 | US FOODS HLDG CORP | USFD | 394,365 | $15.7M | 12.60% |
| 5 | KKR & CO INC | KKRT | 239,800 | $14.8M | 11.89% |
| 6 | AERCAP HOLDINGS NV | AER | 225,968 | $14.2M | 11.40% |
| 7 | COMCAST CORP NEW | CCZ | 312,706 | $13.9M | 11.16% |
| 8 | MISTER CAR WASH INC | MCW | 112,917 | $622,173 | 0.50% |