Aryeh Capital Management Ltd. 13F Holdings · last filed Q3 2025
Aryeh Capital Management Ltd. reported 12 securities worth $119.53M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: WTW (19.44%), FAF (10.61%), USFD (10.25%). Among its top 25 positions this quarter: 4 added, 3 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WTW | WILLIS TOWERS WATSON PLC LTD | $23.2M | 19.44% | 67,265 | Hold |
| 2 | FAF | FIRST AMERN FINL CORP | $12.7M | 10.61% | 197,448 | Added |
| 3 | USFD | US FOODS HLDG CORP | $12.3M | 10.25% | 159,969 | Trimmed |
| 4 | IQV | IQVIA HLDGS INC | $11.8M | 9.87% | 62,100 | Hold |
| 5 | AON | AON PLC | $11.5M | 9.64% | 32,300 | Added |
| 6 | VVV | VALVOLINE INC | $10.2M | 8.56% | 285,000 | Added |
| 7 | ACHC | ACADIA HEALTHCARE COMPANY IN | $9.3M | 7.80% | 376,485 | Added |
| 8 | AER | AERCAP HOLDINGS NV | $7.2M | 6.04% | 59,661 | Trimmed |
| 9 | CMCSA | COMCAST CORP NEW | $6.5M | 5.46% | 207,806 | Hold |
| 10 | FTDR | FRONTDOOR INC | $6.3M | 5.26% | 93,377 | Trimmed |
| 11 | FISV | FISERV INC | $5.3M | 4.43% | 41,042 | Hold |
| 12 | MCW | MISTER CAR WASH INC | $3.2M | 2.64% | 592,583 | Hold |
| 13 | AIV | APARTMENT INVT & MGMT CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR