13F HOLDINGS REPORT
Aryeh Capital Management Ltd.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001225
Total Value
$140.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL PMTS INC | 37940X102 | 270,381 | $26.5M | 18.91% |
| 2 | WILLIS TOWERS WATSON PLC LTD | WTW | 59,765 | $20.2M | 14.42% |
| 3 | US FOODS HLDG CORP | USFD | 216,069 | $14.1M | 10.10% |
| 4 | AERCAP HOLDINGS NV | AER | 132,685 | $13.6M | 9.68% |
| 5 | FRONTDOOR INC | FTDR | 264,400 | $10.2M | 7.25% |
| 6 | AON PLC | AON | 25,400 | $10.1M | 7.24% |
| 7 | FISERV INC | FISV | 41,042 | $9.1M | 6.47% |
| 8 | ACADIA HEALTHCARE COMPANY IN | ACHC | 273,900 | $8.3M | 5.93% |
| 9 | IQVIA HLDGS INC | IQV | 44,300 | $7.8M | 5.58% |
| 10 | COMCAST CORP NEW | CCZ | 207,806 | $7.7M | 5.48% |
| 11 | APARTMENT INVT & MGMT CO | APA | 794,046 | $7.0M | 4.99% |
| 12 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 221,200 | $5.5M | 3.95% |