Aryeh Capital Management Ltd. Q3 2021 13F Holdings

Aryeh Capital Management Ltd. Q3 2021 holdings
TickerName Value Shares↓ Weighting
FAF FIRST AMERN FINL CORP  $31,968
7.5%
476,7820.0%12.45%
-10.3%
VVV VALVOLINE INCAdd  $31,220
15.3%
1,001,293
20.0%
12.16%
-3.9%
FISV FISERV INCAdd  $30,760
19.0%
283,501
17.2%
11.98%
-0.8%
GPN GLOBAL PMTS INCNew  $30,237191,88311.78%
DLTR DOLLAR TREE INCAdd  $25,806
73.6%
269,598
80.5%
10.05%
44.8%
CMCSA COMCAST CORP NEWcl aAdd  $22,912
34.8%
409,661
37.4%
8.92%
12.4%
AER AERCAP HOLDINGS NVAdd  $21,764
120.1%
376,475
95.0%
8.48%
83.6%
NSP INSPERITY INCAdd  $21,509
41.5%
194,227
15.5%
8.38%
18.0%
LBRDK LIBERTY BROADBAND CORPReduce  $16,150
-47.6%
93,512
-47.3%
6.29%
-56.3%
HCA HCA HEALTHCARE INCReduce  $13,629
-5.8%
56,151
-19.8%
5.31%
-21.4%
KKR KKR & CO INCNew  $10,790177,2384.20%
WLTW WILLIS TOWERS WATSON P...Sold out  $0-35,700-3.84%
AON AON PLCSold out  $0-88,100-9.82%
  • Aryeh Capital Management Ltd. Q3 2021 Portfolio
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  • Quarter
    Q3 2021
  • Total value
    $257 Million
  • Holdings
    11
  • Turnover
    36.4%
  • EDGAR