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Aryeh Capital Management Ltd.

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13F filer, CIK 1803120, TORONTO, Ontario, Canada

Aryeh Capital Management Ltd. reported $119,528,102 across 12 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 92.93% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-003343

Period
2025-09-30
Reported value
$120M
Holdings
12
Top 10 weight
92.93%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FAFadded+40,500$2.6M
AONadded+6,900$2.46M
VVVadded+64,500$2.32M
ACHCadded+44,185$1.09M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AIVexited-926,146-$8.01M
FTDRreduced-91,223-$6.14M
AERreduced-37,324-$4.52M
USFDreduced-27,200-$2.08M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001420506-25-003343, largest first. % of portfolio is the value over $119,528,102, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 83,936 shares; 2024Q2: 89,065 shares; 2024Q3: 89,065 shares; 2024Q4: 89,065 shares; 2025Q1: 59,765 shares; 2025Q2: 67,265 shares; 2025Q3: 67,265 shares 67,265$23.2M19.44%0Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,948 shares; 2025Q3: 197,448 shares 197,448$12.7M10.61%+40,500Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 298,998 shares; 2024Q2: 298,998 shares; 2024Q3: 243,769 shares; 2024Q4: 243,769 shares; 2025Q1: 216,069 shares; 2025Q2: 187,169 shares; 2025Q3: 159,969 shares 159,969$12.3M10.25%-27,200Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,300 shares; 2025Q2: 62,100 shares; 2025Q3: 62,100 shares 62,100$11.8M9.87%0Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 42,800 shares; 2024Q3: 42,800 shares; 2024Q4: 42,800 shares; 2025Q1: 25,400 shares; 2025Q2: 25,400 shares; 2025Q3: 32,300 shares 32,300$11.5M9.64%+6,900Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220,500 shares; 2025Q3: 285,000 shares 285,000$10.2M8.56%+64,500Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 273,900 shares; 2025Q1: 273,900 shares; 2025Q2: 332,300 shares; 2025Q3: 376,485 shares 376,485$9.32M7.8%+44,185Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 225,968 shares; 2024Q2: 158,485 shares; 2024Q3: 132,685 shares; 2024Q4: 132,685 shares; 2025Q1: 132,685 shares; 2025Q2: 96,985 shares; 2025Q3: 59,661 shares 59,661$7.22M6.04%-37,324Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 312,706 shares; 2024Q2: 312,706 shares; 2024Q3: 312,706 shares; 2024Q4: 312,706 shares; 2025Q1: 207,806 shares; 2025Q2: 207,806 shares; 2025Q3: 207,806 shares 207,806$6.53M5.46%0Timeline
FTDRFRONTDOOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 303,000 shares; 2024Q2: 351,300 shares; 2024Q3: 351,300 shares; 2024Q4: 351,300 shares; 2025Q1: 264,400 shares; 2025Q2: 184,600 shares; 2025Q3: 93,377 shares 93,377$6.28M5.26%-91,223Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 146,842 shares; 2024Q2: 146,842 shares; 2024Q3: 126,142 shares; 2024Q4: 78,842 shares; 2025Q1: 41,042 shares; 2025Q2: 41,042 shares; 2025Q3: 41,042 shares 41,042$5.29M4.43%0Timeline
MCWMISTER CAR WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,031,059 shares; 2024Q2: 1,031,059 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 592,583 shares; 2025Q3: 592,583 shares 592,583$3.16M2.64%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AIVAPARTMENT INVT & MGMT CO926,146$8.01Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-003343 base2025-11-14acceptance time not in the bulk data set