Filed: 11/14/2025ACC: 0001420506-25-003343
📋 What this filing means
ARYEH CAPITAL MANAGEMENT LTD. filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $119.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$119.53M
Total AUM (reported)
2.18M
Total Shares
Allocation by class
COM$71.03M59.4%
SHS$30.46M25.5%
SHS CL A$11.52M9.6%
CL A$6.53M5.5%
Portfolio Concentration
Top 3$48.18M40.3%
4–10$62.90M52.6%
11–25$8.45M7.1%
Top 3 weight
40.3%
Top 10 weight
92.9%
Voting Authority Distribution
Total shares with voting rights: 2.18M
Sole
Full voting authority
2.18M
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
WILLIS TOWERS WATSON PLC LTD
SOLEShares67.27K
TypeSH
Market value$23.24M
19.44%
Sole
67.27K
Shared
0.00
None
0.00
FIRST AMERN FINL CORP
SOLEShares197.45K
TypeSH
Market value$12.68M
10.61%
Sole
197.45K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares159.97K
TypeSH
Market value$12.26M
10.25%
Sole
159.97K
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares62.10K
TypeSH
Market value$11.80M
9.87%
Sole
62.10K
Shared
0.00
None
0.00
AON PLC
SOLEShares32.30K
TypeSH
Market value$11.52M
9.64%
Sole
32.30K
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares285K
TypeSH
Market value$10.23M
8.56%
Sole
285K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares376.49K
TypeSH
Market value$9.32M
7.80%
Sole
376.49K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares59.66K
TypeSH
Market value$7.22M
6.04%
Sole
59.66K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares207.81K
TypeSH
Market value$6.53M
5.46%
Sole
207.81K
Shared
0.00
None
0.00
FRONTDOOR INC
SOLEShares93.38K
TypeSH
Market value$6.28M
5.26%
Sole
93.38K
Shared
0.00
None
0.00
FISERV INC
SOLEShares41.04K
TypeSH
Market value$5.29M
4.43%
Sole
41.04K
Shared
0.00
None
0.00
MISTER CAR WASH INC
SOLEShares592.58K
TypeSH
Market value$3.16M
2.64%
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 | $23.24M 19.44% | 67.27K | 0.00 | 0.00 |
FIRST AMERN FINL CORPSOLE | COM | 197.45K | SH | $12.68M 10.61% | 197.45K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 159.97K | SH | $12.26M 10.25% | 159.97K | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 62.10K | SH | $11.80M 9.87% | 62.10K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 32.30K | SH | $11.52M 9.64% | 32.30K | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 285K | SH | $10.23M 8.56% | 285K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 376.49K | SH | $9.32M 7.80% | 376.49K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 59.66K | SH | $7.22M 6.04% | 59.66K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 207.81K | SH | $6.53M 5.46% | 207.81K | 0.00 | 0.00 |
FRONTDOOR INCSOLE | COM | 93.38K | SH | $6.28M 5.26% | 93.38K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 41.04K | SH | $5.29M 4.43% | 41.04K | 0.00 | 0.00 |
MISTER CAR WASH INCSOLE | COM | 592.58K | SH | $3.16M 2.64% | 592.58K | 0.00 | 0.00 |