Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VeriStar Capital Management LP (CIK 1905111) reported $54.7M across 14 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: FISV ($6.6M, 12.08%), GDDY ($5.8M, 10.68%), FIS ($5.5M, 9.99%), BKNG ($5.2M, 9.58%), IQV ($5.0M, 9.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FISV | FISERV INC | $6.6M | 12.08% | 29,926 | Trimmed |
| 2 | GDDY | GODADDY INC | $5.8M | 10.68% | 32,427 | Added |
| 3 | FIS | FIDELITY NATL INFORMATION SV | $5.5M | 9.99% | 73,169 | Added |
| 4 | BKNG | BOOKING HOLDINGS INC | $5.2M | 9.58% | 1,137 | Trimmed |
| 5 | IQV | IQVIA HLDGS INC | $5.0M | 9.12% | 28,284 | New |
| 6 | CNM | CORE & MAIN INC | $3.9M | 7.18% | 81,313 | Trimmed |
| 7 | MOH | MOLINA HEALTHCARE INC | $3.8M | 6.86% | 11,391 | Trimmed |
| 8 | HXL | HEXCEL CORP NEW | $3.7M | 6.83% | 68,220 | Added |
| 9 | HUM | HUMANA INC | $3.7M | 6.67% | 13,796 | Trimmed |
| 10 | BRKR | BRUKER CORP | $3.5M | 6.35% | 83,200 | New |
| 11 | ASH | ASHLAND INC | $2.6M | 4.75% | 43,800 | New |
| 12 | PWR | QUANTA SVCS INC | $2.5M | 4.53% | 9,750 | New |
| 13 | ST | SENSATA TECHNOLOGIES HLDG PL | $1.7M | 3.11% | 70,000 | Trimmed |
| 14 | LEN | LENNAR CORP | $1.3M | 2.29% | 10,900 | New |
| 15 | EIX | EDISON INTL | $0 | 0.00% | 0 | Exited |
| 16 | USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-03-31