13F HOLDINGS REPORT
Aryeh Capital Management Ltd.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002118
Total Value
$127.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WILLIS TOWERS WATSON PLC LTD | WTW | 67,265 | $20.6M | 16.15% |
| 2 | US FOODS HLDG CORP | USFD | 187,169 | $14.4M | 11.29% |
| 3 | AERCAP HOLDINGS NV | AER | 96,985 | $11.3M | 8.89% |
| 4 | FRONTDOOR INC | FTDR | 184,600 | $10.9M | 8.52% |
| 5 | IQVIA HLDGS INC | IQV | 62,100 | $9.8M | 7.66% |
| 6 | FIRST AMERN FINL CORP | 31847R102 | 156,948 | $9.6M | 7.55% |
| 7 | AON PLC | AON | 25,400 | $9.1M | 7.10% |
| 8 | VALVOLINE INC | VVV | 220,500 | $8.4M | 6.54% |
| 9 | APARTMENT INVT & MGMT CO | APA | 926,146 | $8.0M | 6.27% |
| 10 | ACADIA HEALTHCARE COMPANY IN | ACHC | 332,300 | $7.5M | 5.90% |
| 11 | COMCAST CORP NEW | CCZ | 207,806 | $7.4M | 5.81% |
| 12 | FISERV INC | FISV | 41,042 | $7.1M | 5.54% |
| 13 | MISTER CAR WASH INC | MCW | 592,583 | $3.6M | 2.79% |