13F HOLDINGS REPORT
VeriStar Capital Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001892688-25-000127
Total Value
$54.7M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FISERV INC | FISV | 29,926 | $6.6M | 12.08% |
| 2 | GODADDY INC | GDDY | 32,427 | $5.8M | 10.68% |
| 3 | FIDELITY NATL INFORMATION SV | 31620M106 | 73,169 | $5.5M | 9.99% |
| 4 | BOOKING HOLDINGS INC | BKNG | 1,137 | $5.2M | 9.58% |
| 5 | IQVIA HLDGS INC | IQV | 28,284 | $5.0M | 9.12% |
| 6 | CORE & MAIN INC | CNM | 81,313 | $3.9M | 7.18% |
| 7 | MOLINA HEALTHCARE INC | MOH | 11,391 | $3.8M | 6.86% |
| 8 | HEXCEL CORP NEW | 428291108 | 68,220 | $3.7M | 6.83% |
| 9 | HUMANA INC | HUM | 13,796 | $3.7M | 6.67% |
| 10 | BRUKER CORP | BRKRP | 83,200 | $3.5M | 6.35% |
| 11 | ASHLAND INC | ASH | 43,800 | $2.6M | 4.75% |
| 12 | QUANTA SVCS INC | 74762E102 | 9,750 | $2.5M | 4.53% |
| 13 | SENSATA TECHNOLOGIES HLDG PL | ST | 70,000 | $1.7M | 3.11% |
| 14 | LENNAR CORP | LEN-B | 10,900 | $1.3M | 2.29% |