13F HOLDINGS REPORT
VeriStar Capital Management LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001892688-24-000064
Total Value
$190.5M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SENSATA TECHNOLOGIES HLDG PL | ST | 559,058 | $20.5M | 10.78% |
| 2 | BOOKING HOLDINGS INC | BKNG | 5,392 | $19.6M | 10.27% |
| 3 | MOLINA HEALTHCARE INC | MOH | 45,665 | $18.8M | 9.85% |
| 4 | US FOODS HLDG CORP | USFD | 336,188 | $18.1M | 9.53% |
| 5 | LAMB WESTON HLDGS INC | LW | 169,901 | $18.1M | 9.50% |
| 6 | FISERV INC | FISV | 111,700 | $17.9M | 9.37% |
| 7 | GODADDY INC | GDDY | 143,837 | $17.1M | 8.96% |
| 8 | EDISON INTL | 281020107 | 238,671 | $16.9M | 8.86% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 202,707 | $15.0M | 7.89% |
| 10 | QUANTA SVCS INC | 74762E102 | 55,720 | $14.5M | 7.60% |
| 11 | SYSCO CORP | SYY | 172,925 | $14.0M | 7.37% |