Aryeh Capital Management Ltd. Historic Quarter Change: USA Stocks, Added

Aryeh Capital Management Ltd. historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Aryeh Capital Management Ltd. opened 10 positions, added to 12, reduced 20 and sold out of 19.

Q3 2025: Stock FAF; Country of operation United States; Class COM; Shares before 156,948.
Q3 2025: Stock AON; Country of operation Ireland; Class SHS CL A; Shares before 25,400.
Q3 2025: Stock VVV; Country of operation United States; Class COM; Shares before 220,500.
Q3 2025: Stock ACHC; Country of operation United States; Class COM; Shares before 332,300.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1803120), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2025	FAF FIRST AMERN FINL CORP	United States	COM	156,948	197,448	+40,500	$9,635,038	$12,684,060	+$3,049,022	2025-11-14
Q3 2025	AON AON PLC	Ireland	SHS CL A	25,400	32,300	+6,900	$9,061,704	$11,517,534	+$2,455,830	2025-11-14
Q3 2025	VVV VALVOLINE INC	United States	COM	220,500	285,000	+64,500	$8,350,335	$10,234,350	+$1,884,015	2025-11-14
Q3 2025	ACHC ACADIA HEALTHCARE COMPANY IN	United States	COM	332,300	376,485	+44,185	$7,539,887	$9,321,769	+$1,781,882	2025-11-14
Q2 2025	IQV IQVIA HLDGS INC	United States	COM	44,300	62,100	+17,800	$7,810,090	$9,786,339	+$1,976,249	2025-08-14
Q2 2025	AIV APARTMENT INVT & MGMT CO	United States	CL A	794,046	926,146	+132,100	$6,987,605	$8,011,163	+$1,023,558	2025-08-14
Q2 2025	ACHC ACADIA HEALTHCARE COMPANY IN	United States	COM	273,900	332,300	+58,400	$8,304,648	$7,539,887	-$764,761	2025-08-14
Q2 2025	WTW WILLIS TOWERS WATSON PLC LTD		SHS	59,765	67,265	+7,500	$20,197,582	$20,616,723	+$419,141	2025-08-14
Q1 2025	CZR CAESARS ENTERTAINMENT INC NE	United States	COM	173,800	221,200	+47,400	$5,808,396	$5,530,000	-$278,396	2025-05-15
Q2 2024	GPN GLOBAL PMTS INC	United States	COM	246,681	270,381	+23,700	$32,971,382	$26,145,843	-$6,825,539	2024-08-14
Q2 2024	FTDR FRONTDOOR INC	United States	COM	303,000	351,300	+48,300	$9,871,740	$11,870,427	+$1,998,687	2024-08-14
Q2 2024	WTW WILLIS TOWERS WATSON PLC LTD		SHS	83,936	89,065	+5,129	$23,082,400	$23,347,499	+$265,099	2024-08-14

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