13F HOLDINGS REPORT
Aryeh Capital Management Ltd.
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001420506-24-000981
Total Value
$160.3M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL PMTS INC | 37940X102 | 246,681 | $33.0M | 20.57% |
| 2 | FISERV INC | FISV | 146,842 | $23.5M | 14.64% |
| 3 | WILLIS TOWERS WATSON PLC LTD | WTW | 83,936 | $23.1M | 14.40% |
| 4 | AERCAP HOLDINGS NV | AER | 225,968 | $19.6M | 12.25% |
| 5 | US FOODS HLDG CORP | USFD | 298,998 | $16.1M | 10.07% |
| 6 | HCA HEALTHCARE INC | HCA | 40,720 | $13.6M | 8.47% |
| 7 | COMCAST CORP-CLASS A | CCZ | 312,706 | $13.6M | 8.46% |
| 8 | FRONTDOOR INC | FTDR | 303,000 | $9.9M | 6.16% |
| 9 | MISTER CAR WASH INC | MCW | 1,031,059 | $8.0M | 4.98% |