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13F-HR filed by Aryeh Capital Management Ltd.

Aryeh Capital Management Ltd. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 12 holding rows worth $140,032,416.

Accession
0001420506-25-001225
Filed
2025-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 12 entries on the cover page, a total value of $140,032,416 stated on the cover page (in dollars after the unit check, H1), rows summing to $140,032,416 with VALUE read as dollars as filed, 13F file number 028-20860. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
GLOBAL PMTS INC37940X102COM270,381$26,475,708dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock59,765$20,197,582dollars as filed
US FOODS HLDG CORP COM912008109Stock216,069$14,143,877dollars as filed
AERCAP HOLDINGS NV SHSN00985106Stock132,685$13,556,426dollars as filed
FRONTDOOR INC COM35905A109Stock264,400$10,158,248dollars as filed
AON PLC SHS CL AG0403H108Stock25,400$10,136,886dollars as filed
FISERV INC337738108COM41,042$9,063,305dollars as filed
ACADIA HEALTHCARE COMPANY INC COM00404A109Stock273,900$8,304,648dollars as filed
IQVIA HLDGS INC COM46266C105Stock44,300$7,810,090dollars as filed
Comcast Corp20030N101COM207,806$7,668,041dollars as filed
APARTMENT INVT & MGMT CO CL A03748R747REIT794,046$6,987,605dollars as filed
CAESARS ENTERTAINMENT INC NE12769G100COM221,200$5,530,000dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-25-001225this filing2025-05-15acceptance time not in the bulk data set