ARYEH CAPITAL MANAGEMENT LTD.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MCW | 593K | $3.16M |
 | ACHC | 376K | $9.32M |
 | VVV | 285K | $10.23M |
 | CMCSA | 208K | $6.53M |
 | FAF | 197K | $12.68M |
 | USFD | 160K | $12.26M |
 | FTDR | 93K | $6.28M |
 | WTW | 67K | $23.24M |
 | IQV | 62K | $11.80M |
 | AER | 60K | $7.22M |
 | AON | 32K | $11.52M |
Mister Car Wash, Inc.
MCW
Shares Held
593K
Value
$3.16M
Acadia Healthcare Company, Inc.
ACHC
Shares Held
376K
Value
$9.32M
Valvoline Inc.
VVV
Shares Held
285K
Value
$10.23M
Comcast Corporation
CMCSA
Shares Held
208K
Value
$6.53M
First American Financial Corporation
FAF
Shares Held
197K
Value
$12.68M
US Foods Holding Corp.
USFD
Shares Held
160K
Value
$12.26M
Frontdoor, Inc.
FTDR
Shares Held
93K
Value
$6.28M
Willis Towers Watson Public Limited Company
WTW
Shares Held
67K
Value
$23.24M
IQVIA Holdings Inc.
IQV
Shares Held
62K
Value
$11.80M
AerCap Holdings N.V.
AER
Shares Held
60K
Value
$7.22M
Aon plc
AON
Shares Held
32K
Value
$11.52M