Aryeh Capital Management Ltd.

Q2 2021 13F Holdings

  • Location
    toronto, A6
  • Num holdings

    11

  • Value ($000)

    $214,120

  • Date Filed
    08/16/2021
  • Form type
    restatement
  • CIK
    0001803120
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
LBRDK
LBRDK

LIBERTY BROADBAND CORP

COM SER C
530307305
$30.80 M
14 %

30,799

FAF
FAF

FIRST AMERN FINL CORP

COM
31847R102
$29.73 M
14 %

29,727

VVV
VVV

VALVOLINE INC

COM
92047W101
$27.09 M
13 %

27,087

FI
FI

FISERV INC

COM
337738108
$25.85 M
12 %

25,849

AON
AON

AON PLC

SHS CL A
G0403H108
$21.04 M
10 %

21,035

CMCSA
CMCSA

COMCAST CORP NEW

CL A
20030N101
$17.00 M
8 %

16,995

NSP
NSP

INSPERITY INC

COM
45778Q107
$15.20 M
7 %

15,198

DLTR
DLTR

DOLLAR TREE INC

COM
256746108
$14.87 M
7 %

14,865

HCA
HCA

HCA HEALTHCARE INC

COM
40412C101
$14.47 M
7 %

14,467

AER
AER

AERCAP HOLDINGS NV

SHS
N00985106
$9.89 M
5 %

9,886

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