13F HOLDINGS REPORT
VeriStar Capital Management LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001892688-23-000071
Total Value
$119.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BOOKING HOLDINGS INC | BKNG | 6,026 | $16.3M | 13.59% |
| 2 | MOLINA HEALTHCARE INC | MOH | 47,065 | $14.2M | 11.84% |
| 3 | SENSATA TECHNOLOGIES HLDG PL | ST | 300,958 | $13.5M | 11.31% |
| 4 | MASONITE INTL CORP | 575385109 | 122,866 | $12.6M | 10.51% |
| 5 | GODADDY INC | GDDY | 163,537 | $12.3M | 10.26% |
| 6 | CENTENE CORP DEL | CNC | 154,705 | $10.4M | 8.72% |
| 7 | QUANTA SVCS INC | 74762E102 | 48,720 | $9.6M | 7.99% |
| 8 | EDISON INTL | 281020107 | 135,071 | $9.4M | 7.83% |
| 9 | FORTUNE BRANDS INNOVATIONS I | FBIN | 115,955 | $8.3M | 6.97% |
| 10 | US FOODS HLDG CORP | USFD | 151,588 | $6.7M | 5.57% |
| 11 | LAMB WESTON HLDGS INC | LW | 56,300 | $6.5M | 5.41% |