Aryeh Capital Management Ltd. — Q3 2025 13F Holdings

Name: Aryeh Capital Management Ltd. — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001803120

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	WTW	Willis Towers Watson Public Limited Company	Stock-Financials	19.44%	-19.44%	EXIT
2	FAF	First American Financial	Stock-Financials	10.61%	-10.61%	EXIT
3	USFD	US Foods Holding CORP	Stock-Consumer Staples	10.25%	-10.25%	EXIT
4	IQV	Iqvia Holdings INC	Stock-Healthcare	9.87%	-9.87%	EXIT
5	AON	Aon plc	Stock-Financials	9.64%	-9.64%	EXIT
6	VVV	Valvoline INC	Stock-Consumer Disc	8.56%	-8.56%	EXIT
7	ACHC	Acadia Healthcare Co INC	Stock-Other	7.80%	-7.80%	EXIT
8	AER	AerCap Holdings N.V.	Stock-Industrials	6.04%	-6.04%	EXIT
9	CMCSA	Comcast Corp-class A	Stock-Comm Services	5.46%	-5.46%	EXIT
10	FTDR	Frontdoor INC	Stock-Consumer Disc	5.26%	-5.26%	EXIT
11	FISV	Fiserv INC	Stock-Other	4.43%	-4.43%	EXIT
12	✓	Mister Car Wash, INC	Stock-Other	2.64%	-2.64%	EXIT

Position changes disclosed by Aryeh Capital Management Ltd. for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	WTW	Willis Towers Watson Public Limited Company	+5%	—	Add
2	IQV	Iqvia Holdings INC	+4.3%	—	Add
3	AON	Aon plc	+2.4%	+27.17%	Add
4	ACHC	Acadia Healthcare Co INC	+1.9%	+13.30%	Add
5	USFD	US Foods Holding CORP	+0.2%	-14.53%	Trim
6	CMCSA	Comcast Corp-class A	0%	—	Unchanged
7	FTDR	Frontdoor INC	-2%	-49.42%	Trim
8	FISV	Fiserv INC	-2%	—	Unchanged
9	AER	AerCap Holdings N.V.	-3.6%	-38.48%	Trim
10	GPN	Global Payments INC	—	EXIT	Sold out
11	FAF	First American Financial	—	NEW	New buy
12	VVV	Valvoline INC	—	NEW	New buy
13	AIV	Apartment Invt & Mgmt Co -a	—	EXIT	Sold out
14	CZR	Caesars Entertainment INC	—	EXIT	Sold out
15	✓	Mister Car Wash, INC	—	NEW	New buy