Aryeh Capital Management as of March 31, 2021
Portfolio Holdings for Aryeh Capital Management
Aryeh Capital Management holds 11 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First American Financial (FAF) | 14.2 | $27M | 477k | 56.65 | |
| Aercap Holdings Nv SHS (AER) | 11.9 | $23M | 387k | 58.74 | |
| Valvoline Inc Common (VVV) | 11.4 | $22M | 835k | 26.07 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 10.7 | $21M | 136k | 150.15 | |
| Progressive Corporation (PGR) | 10.1 | $19M | 202k | 95.61 | |
| Aon Shs Cl A (AON) | 8.8 | $17M | 73k | 230.11 | |
| Comcast Corp Cl A (CMCSA) | 8.5 | $16M | 298k | 54.11 | |
| Fiserv (FI) | 7.0 | $13M | 112k | 119.04 | |
| Hca Holdings (HCA) | 6.9 | $13M | 70k | 188.34 | |
| Insperity (NSP) | 6.2 | $12M | 142k | 83.74 | |
| Willis Towers Watson SHS (WTW) | 4.3 | $8.2M | 36k | 228.88 |
