13F HOLDINGS REPORT
Aryeh Capital Management Ltd.
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001420506-24-002565
Total Value
$166.1M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL PMTS INC | 37940X102 | 270,381 | $27.7M | 16.67% |
| 2 | WILLIS TOWERS WATSON PLC LTD | WTW | 89,065 | $26.2M | 15.80% |
| 3 | FISERV INC | FISV | 126,142 | $22.7M | 13.65% |
| 4 | FRONTDOOR INC | FTDR | 351,300 | $16.9M | 10.15% |
| 5 | US FOODS HLDG CORP | USFD | 243,769 | $15.0M | 9.03% |
| 6 | AON PLC | AON | 42,800 | $14.8M | 8.92% |
| 7 | COMCAST CORP NEW | CCZ | 312,706 | $13.1M | 7.86% |
| 8 | AERCAP HOLDINGS NV | AER | 132,685 | $12.6M | 7.57% |
| 9 | APTIV PLC | APTV | 138,121 | $9.9M | 5.99% |
| 10 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 173,800 | $7.3M | 4.37% |