13F HOLDINGS REPORT
VeriStar Capital Management LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001892688-23-000050
Total Value
$109.7M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BOOKING HOLDINGS INC | BKNG | 5,826 | $15.5M | 14.09% |
| 2 | ARCONIC CORPORATION | 03966V107 | 551,914 | $14.5M | 13.20% |
| 3 | UNIVAR SOLUTIONS INC | 91336L107 | 401,610 | $14.1M | 12.83% |
| 4 | MASONITE INTL CORP | 575385109 | 143,966 | $13.1M | 11.92% |
| 5 | CENTENE CORP DEL | CNC | 186,962 | $11.8M | 10.78% |
| 6 | EDISON INTL | 281020107 | 130,580 | $9.2M | 8.41% |
| 7 | US FOODS HLDG CORP | USFD | 247,162 | $9.1M | 8.33% |
| 8 | LAMB WESTON HLDGS INC | LW | 75,925 | $7.9M | 7.24% |
| 9 | GODADDY INC | GDDY | 101,700 | $7.9M | 7.21% |
| 10 | FORTUNE BRANDS INNOVATIONS I | FBIN | 112,100 | $6.6M | 6.00% |