Investor Details
| Filer Name: | ARYEH CAPITAL MANAGEMENT LTD. |
|---|---|
| CIK: | 1803120 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 11 |
| Portfolio Value: | $0.17B |
Aryeh Capital Management Ltd. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| GPN | US | GLOBAL PAYMENTS INC | 270,381 | $30M | 18.16% | - | - |
| WTW | US | WILLIS TOWERS WATSON PLC | 89,065 | $28M | 16.72% | - | - |
| FTDR | US | FRONTDOOR INC | 351,300 | $19M | 11.51% | - | - |
| USFD | US | US FOODS HOLDING CORP | 243,769 | $16M | 9.85% | - | - |
| FI | US | FISERV INC | 78,842 | $16M | 9.70% | -37.5% | - |
| AON | US | AON PLC-CLASS A | 42,800 | $15M | 9.21% | - | - |
| AER | US | AERCAP HOLDINGS NV | 132,685 | $13M | 7.61% | - | - |
| CMCSA | US | COMCAST CORP-CLASS A | 312,706 | $12M | 7.03% | - | - |
| ACHC | US | ACADIA HEALTHCARE CO INC | 273,900 | $11M | 6.51% | 100.0% | - |
| CZR | US | CAESARS ENTERTAINMENT INC | 173,800 | $6M | 3.48% | - | - |
| OPI | US | OFFICE PROPERTIES INCOME TRU | 364,368 | $0M | 0.22% | 100.0% | - |