Filed: 8/14/2025ACC: 0001420506-25-002118
📋 What this filing means
ARYEH CAPITAL MANAGEMENT LTD. filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $127.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$127.70M
Total AUM (reported)
3.10M
Total Shares
Allocation by class
COM$71.24M55.8%
SHS$31.96M25.0%
CL A$15.43M12.1%
SHS CL A$9.06M7.1%
Portfolio Concentration
Top 3$46.38M36.3%
4–10$63.26M49.5%
11–25$18.05M14.1%
Top 3 weight
36.3%
Top 10 weight
85.9%
Voting Authority Distribution
Total shares with voting rights: 3.10M
Sole
Full voting authority
3.10M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
WILLIS TOWERS WATSON PLC LTD
SOLEShares67.27K
TypeSH
Market value$20.62M
16.15%
Sole
67.27K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares187.17K
TypeSH
Market value$14.41M
11.29%
Sole
187.17K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares96.98K
TypeSH
Market value$11.35M
8.89%
Sole
96.98K
Shared
0.00
None
0.00
FRONTDOOR INC
SOLEShares184.60K
TypeSH
Market value$10.88M
8.52%
Sole
184.60K
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares62.10K
TypeSH
Market value$9.79M
7.66%
Sole
62.10K
Shared
0.00
None
0.00
FIRST AMERN FINL CORP
SOLEShares156.95K
TypeSH
Market value$9.64M
7.55%
Sole
156.95K
Shared
0.00
None
0.00
AON PLC
SOLEShares25.40K
TypeSH
Market value$9.06M
7.10%
Sole
25.40K
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares220.50K
TypeSH
Market value$8.35M
6.54%
Sole
220.50K
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares926.15K
TypeSH
Market value$8.01M
6.27%
Sole
926.15K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares332.30K
TypeSH
Market value$7.54M
5.90%
Sole
332.30K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares207.81K
TypeSH
Market value$7.42M
5.81%
Sole
207.81K
Shared
0.00
None
0.00
FISERV INC
SOLEShares41.04K
TypeSH
Market value$7.08M
5.54%
Sole
41.04K
Shared
0.00
None
0.00
MISTER CAR WASH INC
SOLEShares592.58K
TypeSH
Market value$3.56M
2.79%
Sole
592.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 67.27K | SH | $20.62M 16.15% | 67.27K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 187.17K | SH | $14.41M 11.29% | 187.17K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 96.98K | SH | $11.35M 8.89% | 96.98K | 0.00 | 0.00 |
FRONTDOOR INCSOLE | COM | 184.60K | SH | $10.88M 8.52% | 184.60K | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 62.10K | SH | $9.79M 7.66% | 62.10K | 0.00 | 0.00 |
FIRST AMERN FINL CORPSOLE | COM | 156.95K | SH | $9.64M 7.55% | 156.95K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 25.40K | SH | $9.06M 7.10% | 25.40K | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 220.50K | SH | $8.35M 6.54% | 220.50K | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | CL A | 926.15K | SH | $8.01M 6.27% | 926.15K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 332.30K | SH | $7.54M 5.90% | 332.30K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 207.81K | SH | $7.42M 5.81% | 207.81K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 41.04K | SH | $7.08M 5.54% | 41.04K | 0.00 | 0.00 |
MISTER CAR WASH INCSOLE | COM | 592.58K | SH | $3.56M 2.79% | 592.58K | 0.00 | 0.00 |