Aryeh Capital Management Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FIRST AMERN FINL CORP(FAF) | 156,948 | 197,448 | +40,500 | 9,635,038 | 12,684,060 | 10.61% | +3,049,022 |
| WILLIS TOWERS WATSON PLC LTD(WTW) | 67,265 | 67,265 | 0 | 20,616,723 | 23,236,694 | 19.44% | +2,619,971 |
| AON PLC(AON) | 25,400 | 32,300 | +6,900 | 9,061,704 | 11,517,534 | 9.64% | +2,455,830 |
| IQVIA HLDGS INC(IQV) | 62,100 | 62,100 | 0 | 9,786,339 | 11,795,274 | 9.87% | +2,008,935 |
| VALVOLINE INC(VVV) | 220,500 | 285,000 | +64,500 | 8,350,335 | 10,234,350 | 8.56% | +1,884,015 |
| ACADIA HEALTHCARE COMPANY IN(ACHC) | 332,300 | 376,485 | +44,185 | 7,539,887 | 9,321,769 | 7.80% | +1,781,882 |
| MISTER CAR WASH INC | 592,583 | 592,583 | 0 | 3,561,424 | 3,158,467 | 2.64% | -402,957 |
| COMCAST CORP NEW(CCZ) | 207,806 | 207,806 | 0 | 7,416,596 | 6,529,265 | 5.46% | -887,331 |
| FISERV INC(FISV) | 41,042 | 41,042 | 0 | 7,076,051 | 5,291,545 | 4.43% | -1,784,506 |
| US FOODS HLDG CORP(USFD) | 187,169 | 159,969 | -27,200 | 14,413,885 | 12,256,825 | 10.25% | -2,157,060 |
| AERCAP HOLDINGS NV(AER) | 96,985 | 59,661 | -37,324 | 11,347,245 | 7,218,981 | 6.04% | -4,128,264 |
| FRONTDOOR INC(FTDR) | 184,600 | 93,377 | -91,223 | 10,880,324 | 6,283,338 | 5.26% | -4,596,986 |
| APARTMENT INVT & MGMT CO | 926,146 | 0 | -926,146 | 8,011,163 | 0 | — | -8,011,163 |