13F HOLDINGS REPORT
Aryeh Capital Management Ltd.
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001420506-24-001544
Total Value
$155.7M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL PMTS INC | 37940X102 | 270,381 | $26.1M | 16.79% |
| 2 | WILLIS TOWERS WATSON PLC LTD | WTW | 89,065 | $23.3M | 14.99% |
| 3 | FISERV INC | FISV | 146,842 | $21.9M | 14.05% |
| 4 | US FOODS HLDG CORP | USFD | 298,998 | $15.8M | 10.17% |
| 5 | AERCAP HOLDINGS NV | AER | 158,485 | $14.8M | 9.48% |
| 6 | AON PLC | AON | 42,800 | $12.6M | 8.07% |
| 7 | COMCAST CORP NEW | CCZ | 312,706 | $12.2M | 7.86% |
| 8 | FRONTDOOR INC | FTDR | 351,300 | $11.9M | 7.62% |
| 9 | APTIV PLC | APTV | 138,121 | $9.7M | 6.25% |
| 10 | MISTER CAR WASH INC | MCW | 1,031,059 | $7.3M | 4.71% |