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13F-HR filed by Aryeh Capital Management Ltd.

Aryeh Capital Management Ltd. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 12 holding rows worth $119,528,102.

Accession
0001420506-25-003343
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 12 entries on the cover page, a total value of $119,528,102 stated on the cover page (in dollars after the unit check, H1), rows summing to $119,528,102 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
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock67,265$23,236,694dollars as filed
FIRST AMERN FINL CORP31847R102COM197,448$12,684,060dollars as filed
US FOODS HLDG CORP COM912008109Stock159,969$12,256,825dollars as filed
IQVIA HLDGS INC COM46266C105Stock62,100$11,795,274dollars as filed
AON PLC SHS CL AG0403H108Stock32,300$11,517,534dollars as filed
VALVOLINE INC COM92047W101Stock285,000$10,234,350dollars as filed
ACADIA HEALTHCARE COMPANY INC COM00404A109Stock376,485$9,321,769dollars as filed
AERCAP HOLDINGS NV SHSN00985106Stock59,661$7,218,981dollars as filed
Comcast Corp20030N101COM207,806$6,529,265dollars as filed
FRONTDOOR INC COM35905A109Stock93,377$6,283,338dollars as filed
FISERV INC337738108COM41,042$5,291,545dollars as filed
MISTER CAR WASH INC60646V105COM592,583$3,158,467dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-25-003343this filing2025-11-14acceptance time not in the bulk data set