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Holdings

Aryeh Capital Management Ltd.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
GLOBAL PAYMENTS INC GPNCommon246,681246,68124,303,012,00024,303,012,00017.92  Hist 06/30/2023
CLARIVATE Plc CLVTCommon2,523,751739,39024,051,347,0009,169,776,00017.740.37 Hist 06/30/2023
US Foods Holding Corp. USFDCommon475,865-138,43520,938,060,00039,574,00015.440.20 Hist 06/30/2023
FISERV INC FISVCommon146,842-98,60018,524,118,000-6,282,705,00013.660.02 Hist 06/30/2023
KKR & Co. Inc. KKRcommon239,800013,428,800,0002,297,284,0009.900.03 Hist 06/30/2023
COMCAST CORP CMCSACommon312,706-438,20012,992,934,000-13,266,249,0009.58  Hist 06/30/2023
WILLIS TOWERS WATSON PLC WLTWSHS50,50050,50011,892,750,00011,892,750,0008.770.05 Hist 06/30/2023
DOLLAR GENERAL CORP DGCOM55,80055,8009,473,724,0009,473,724,0006.990.03 Hist 06/30/2023
VALVOLINE INC VVVCOM0-568,2220-18,552,448,0000.000.00 Hist 06/30/2023
T-Mobile US, Inc. TMUSCOM0-53,3810-7,473,340,0000.000.00 Hist 06/30/2023
HCA Healthcare, Inc. HCACOM0-43,6310-10,469,695,0000.000.00 Hist 06/30/2023
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