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Size ($ in 1000's)
At 12/31/2023: $165,381
At 09/30/2023: $124,258
Aryeh Capital Management Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aryeh Capital Management Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Aryeh Capital Management Ltd. top holdings by largest position size, as per the latest 13f filing made by Aryeh Capital Management Ltd..
In the Aryeh Capital Management Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Aryeh Capital Management Ltd. in that top holding, then the share count change between reporting periods, and finally the Aryeh Capital Management Ltd. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| GLOBAL PMTS INC |
246,681 |
UNCH |
$31,328 | | GPN | 246,681 | UNCH | $31,328 | | WILLIS TOWERS WATSON PLC LTD |
83,936 |
-12,400 |
$20,245 | | WTW | 83,936 | -12,400 | $20,245 | | US FOODS HLDG CORP |
433,655 |
+39,290 |
$19,692 | | USFD | 433,655 | +39,290 | $19,692 | | FISERV INC |
146,842 |
+146,842 |
$19,506 | | FI | 146,842 | +146,842 | $19,506 | | AERCAP HOLDINGS NV |
225,968 |
UNCH |
$16,794 | | AER | 225,968 | UNCH | $16,794 | | KKR & CO INC |
188,300 |
-51,500 |
$15,601 | | KKR | 188,300 | -51,500 | $15,601 | | HCA HEALTHCARE INC |
54,398 |
+54,398 |
$14,724 | | HCA | 54,398 | +54,398 | $14,724 | | MISTER CAR WASH INC |
1,594,755 |
+1,481,838 |
$13,779 | | MCW | 1,594,755 | +1,481,838 | $13,779 |
See Full List: All Stocks Held By Aryeh Capital Management Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Aryeh Capital Management Ltd.
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