13F HOLDINGS REPORT
Aryeh Capital Management Ltd.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000588
Total Value
$166.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL PMTS INC | 37940X102 | 270,381 | $30.3M | 18.16% |
| 2 | WILLIS TOWERS WATSON PLC LTD | WTW | 89,065 | $27.9M | 16.72% |
| 3 | FRONTDOOR INC | FTDR | 351,300 | $19.2M | 11.51% |
| 4 | US FOODS HLDG CORP | USFD | 243,769 | $16.4M | 9.85% |
| 5 | FISERV INC | FISV | 78,842 | $16.2M | 9.70% |
| 6 | AON PLC | AON | 42,800 | $15.4M | 9.21% |
| 7 | AERCAP HOLDINGS NV | AER | 132,685 | $12.7M | 7.61% |
| 8 | COMCAST CORP NEW | CCZ | 312,706 | $11.7M | 7.03% |
| 9 | ACADIA HEALTHCARE COMPANY IN | ACHC | 273,900 | $10.9M | 6.51% |
| 10 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 173,800 | $5.8M | 3.48% |
| 11 | OFFICE PPTYS INCOME TR | 67623C109 | 364,368 | $364,295 | 0.22% |