13F HOLDINGS REPORT
VeriStar Capital Management LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001892688-24-000093
Total Value
$166.8M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BOOKING HOLDINGS INC | BKNG | 5,392 | $21.4M | 12.80% |
| 2 | LAMB WESTON HLDGS INC | LW | 251,901 | $21.2M | 12.70% |
| 3 | EDISON INTL | 281020107 | 254,207 | $18.3M | 10.94% |
| 4 | FISERV INC | FISV | 111,700 | $16.6M | 9.98% |
| 5 | MOLINA HEALTHCARE INC | MOH | 54,147 | $16.1M | 9.65% |
| 6 | HUMANA INC | HUM | 42,600 | $15.9M | 9.54% |
| 7 | FIDELITY NATL INFORMATION SV | 31620M106 | 202,707 | $15.3M | 9.16% |
| 8 | SENSATA TECHNOLOGIES HLDG PL | ST | 393,032 | $14.7M | 8.81% |
| 9 | SYSCO CORP | SYY | 184,925 | $13.2M | 7.91% |
| 10 | US FOODS HLDG CORP | USFD | 182,488 | $9.7M | 5.80% |
| 11 | GODADDY INC | GDDY | 32,337 | $4.5M | 2.71% |