Aryeh Capital Management Ltd.

Q4 2023 13F Holdings

  • Location
    toronto, A6
  • Num holdings

    9

  • Value ($000)

    $165,383

  • Date Filed
    02/14/2024
  • Form type
    13F-HR
  • 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 Q4 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GPN
GPN

GLOBAL PMTS INC

COM
37940X102
$31.33 M
19 %

246,681

WTW
WTW

WILLIS TOWERS WATSON PLC LTD

SHS
G96629103
$20.25 M
12 %

83,936

USFD
USFD

US FOODS HLDG CORP

COM
912008109
$19.69 M
12 %

433,655

FI
FI

FISERV INC

COM
337738108
$19.51 M
12 %

146,842

AER
AER

AERCAP HOLDINGS NV

SHS
N00985106
$16.79 M
10 %

225,968

KKR
KKR

KKR & CO INC

COM
48251W104
$15.60 M
9 %

188,300

HCA
HCA

HCA HEALTHCARE INC

COM
40412C101
$14.72 M
9 %

54,398

MCW
MCW

MISTER CAR WASH INC

COM
60646V105
$13.78 M
8 %

1,594,755

CMCSA
CMCSA

COMCAST CORP NEW

CL A
20030N101
$13.71 M
8 %

312,706

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