13F HOLDINGS REPORT
Aryeh Capital Management Ltd.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003343
Total Value
$119.5M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WILLIS TOWERS WATSON PLC LTD | WTW | 67,265 | $23.2M | 19.44% |
| 2 | FIRST AMERN FINL CORP | 31847R102 | 197,448 | $12.7M | 10.61% |
| 3 | US FOODS HLDG CORP | USFD | 159,969 | $12.3M | 10.25% |
| 4 | IQVIA HLDGS INC | IQV | 62,100 | $11.8M | 9.87% |
| 5 | AON PLC | AON | 32,300 | $11.5M | 9.64% |
| 6 | VALVOLINE INC | VVV | 285,000 | $10.2M | 8.56% |
| 7 | ACADIA HEALTHCARE COMPANY IN | ACHC | 376,485 | $9.3M | 7.80% |
| 8 | AERCAP HOLDINGS NV | AER | 59,661 | $7.2M | 6.04% |
| 9 | COMCAST CORP NEW | CCZ | 207,806 | $6.5M | 5.46% |
| 10 | FRONTDOOR INC | FTDR | 93,377 | $6.3M | 5.26% |
| 11 | FISERV INC | FISV | 41,042 | $5.3M | 4.43% |
| 12 | MISTER CAR WASH INC | MCW | 592,583 | $3.2M | 2.64% |