13F HOLDINGS REPORT
VeriStar Capital Management LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001892688-23-000092
Total Value
$117.4M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOLINA HEALTHCARE INC | MOH | 50,965 | $16.7M | 14.24% |
| 2 | BOOKING HOLDINGS INC | BKNG | 4,416 | $13.6M | 11.61% |
| 3 | SENSATA TECHNOLOGIES HLDG PL | ST | 358,958 | $13.6M | 11.57% |
| 4 | GODADDY INC | GDDY | 177,037 | $13.2M | 11.24% |
| 5 | CENTENE CORP DEL | CNC | 153,205 | $10.6M | 8.99% |
| 6 | INTEGRA LIFESCIENCES HLDGS C | IART | 268,000 | $10.2M | 8.72% |
| 7 | LAMB WESTON HLDGS INC | LW | 109,300 | $10.1M | 8.61% |
| 8 | EDISON INTL | 281020107 | 146,271 | $9.3M | 7.89% |
| 9 | QUANTA SVCS INC | 74762E102 | 39,220 | $7.3M | 6.25% |
| 10 | US FOODS HLDG CORP | USFD | 164,088 | $6.5M | 5.55% |
| 11 | FORTUNE BRANDS INNOVATIONS I | FBIN | 100,655 | $6.3M | 5.33% |