Aryeh Capital Management Ltd. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $152 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Global Payments Inc with a value of $26.1M, Willis Towers Watson PLC with a value of $23.3M, Fiserv Inc with a value of $18.4M, Us Foods Holding Corp. with a value of $15.8M, and Aer Cap Holdings N.V. with a value of $14.8M.

Examining the 13F form we can see an decrease of $2.98M in the current position value, from $155M to 152M.

Aryeh Capital Management Ltd. is based out at Toronto, A6

Below you can find more details about Aryeh Capital Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $152 Million
Industrials: $40.9 Million
Financial Services: $35.9 Million
Consumer Cyclical: $28.9 Million
Technology: $18.4 Million
Consumer Defensive: $15.8 Million
Communication Services: $12.2 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $152 Million
  • Prior Value $155 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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