Aryeh Capital Management Ltd. 13F Holdings

CIK 0001803120 · TORONTO, A6

As of Sep 30, 2025, Aryeh Capital Management Ltd. reported 12 positions worth 19.5M in its SEC Form 13F filing.

Top 12 holdings

SecurityTickerSectorSharesValue% of portfolio
WILLIS TOWERS WATSON PLCWTWFinancial Services67,265$23.2M19.44%
FIRST AMERICAN FINANCIAL CORPFAFFinancial Services197,448 2.7M10.61%
US FOODS HOLDING CORPUSFDConsumer Defensive159,969 2.3M10.25%
IQVIA HOLDINGS INCIQVHealthcare62,100 1.8M9.87%
AON PLCAONFinancial Services32,300 1.5M9.64%
VALVOLINE INCVVVEnergy285,000 0.2M8.56%
ACADIA HEALTHCARE COMPANY INCACHCHealthcare376,485$9.3M7.80%
AERCAP HOLDINGS NVAERIndustrials59,661$7.2M6.04%
COMCAST CORPCMCSACommunication Services207,806$6.5M5.46%
FRONTDOOR INCFTDRConsumer Cyclical93,377$6.3M5.26%
FISERV INCFISVTechnology41,042$5.3M4.43%
MISTER CAR WASH INCMCWConsumer Cyclical592,583$3.2M2.64%