Aryeh Capital Management Ltd.
Follow13F filer, CIK 1803120, TORONTO, Ontario, Canada
Aryeh Capital Management Ltd. reported $0 across 1 holding for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-05.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000009
- Period
- 2025-12-31
- Reported value
- $0
- Holdings
- 1
- Top 10 weight
- New
- 1
- Sold out
- 12
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| WTWexited | -67,265 | -$23.2M |
| FAFexited | -197,448 | -$12.7M |
| USFDexited | -159,969 | -$12.3M |
| IQVexited | -62,100 | -$11.8M |
| AONexited | -32,300 | -$11.5M |
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, Q4 2025
Share positions as resolved from 13F-HR 0001420506-26-000009, largest first. % of portfolio is the value over $0, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| 00 | 0 | $0 | new | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| WTWWILLIS TOWERS WATSON PLC LTD | 67,265 | $23.2M | shares |
| FAFFIRST AMERN FINL CORP | 197,448 | $12.7M | shares |
| USFDUS FOODS HLDG CORP | 159,969 | $12.3M | shares |
| IQVIQVIA HLDGS INC | 62,100 | $11.8M | shares |
| AONAON PLC | 32,300 | $11.5M | shares |
| VVVVALVOLINE INC | 285,000 | $10.2M | shares |
| ACHCACADIA HEALTHCARE COMPANY IN | 376,485 | $9.32M | shares |
| AERAERCAP HOLDINGS NV | 59,661 | $7.22M | shares |
| CMCSACOMCAST CORP NEW | 207,806 | $6.53M | shares |
| FTDRFRONTDOOR INC | 93,377 | $6.28M | shares |
| FISVFISERV INC | 41,042 | $5.29M | shares |
| MCWMISTER CAR WASH INC | 592,583 | $3.16M | shares |
How Q4 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001420506-26-000009 | base | 2026-01-05 | acceptance time not in the bulk data set |