VeriStar Capital Management LP historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, VeriStar Capital Management LP opened 12 positions, added to 16, reduced 26 and sold out of 23.
- Q1 2025: Stock FIS; Country of operation United States; Class COM; Shares before 49,282.
- Q1 2025: Stock HXL; Country of operation United States; Class COM; Shares before 68,092.
- Q1 2025: Stock GDDY; Country of operation United States; Class CL A; Shares before 27,497.
- Q4 2024: Stock MOH; Country of operation United States; Class COM; Shares before 19,453.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1905111), 7 quarters: 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 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2025 | FIS
FIDELITY NATL INFORMATION SV | United States | COM | 49,282 | 73,169 | +23,887 | $3,980,507 | $5,464,261 | +$1,483,754 | 2025-05-15 |
|---|
| Q1 2025 | HXL
HEXCEL CORP NEW | United States | COM | 68,092 | 68,220 | +128 | $4,269,368 | $3,735,727 | -$533,641 | 2025-05-15 |
|---|
| Q1 2025 | GDDY
GODADDY INC | United States | CL A | 27,497 | 32,427 | +4,930 | $5,427,083 | $5,841,400 | +$414,317 | 2025-05-15 |
|---|
| Q4 2024 | MOH
MOLINA HEALTHCARE INC | United States | COM | 19,453 | 20,913 | +1,460 | $6,702,726 | $6,086,729 | -$615,997 | 2025-02-14 |
|---|
| Q4 2024 | HUM
HUMANA INC | United States | COM | 21,700 | 25,239 | +3,539 | $6,873,258 | $6,403,387 | -$469,871 | 2025-02-14 |
|---|
| Q3 2024 | ST
SENSATA TECHNOLOGIES HLDG PL | | SHS | 393,032 | 403,064 | +10,032 | $14,695,466 | $14,453,875 | -$241,591 | 2024-11-14 |
|---|
| Q2 2024 | LW
LAMB WESTON HLDGS INC | United States | COM | 169,901 | 251,901 | +82,000 | $18,099,554 | $21,179,836 | +$3,080,282 | 2024-08-14 |
|---|
| Q2 2024 | MOH
MOLINA HEALTHCARE INC | United States | COM | 45,665 | 54,147 | +8,482 | $18,760,552 | $16,097,903 | -$2,662,649 | 2024-08-14 |
|---|
| Q2 2024 | EIX
EDISON INTL | United States | COM | 238,671 | 254,207 | +15,536 | $16,881,200 | $18,254,605 | +$1,373,405 | 2024-08-14 |
|---|
| Q2 2024 | SYY
SYSCO CORP | United States | COM | 172,925 | 184,925 | +12,000 | $14,038,052 | $13,201,796 | -$836,256 | 2024-08-14 |
|---|
| Q1 2024 | FISV
FISERV INC | United States | COM | 22,700 | 111,700 | +89,000 | $3,015,468 | $17,851,894 | +$14,836,426 | 2024-05-15 |
|---|
| Q1 2024 | EIX
EDISON INTL | United States | COM | 153,971 | 238,671 | +84,700 | $11,007,387 | $16,881,200 | +$5,873,813 | 2024-05-15 |
|---|
| Q1 2024 | BKNG
BOOKING HOLDINGS INC | United States | COM | 4,216 | 5,392 | +1,176 | $14,955,080 | $19,561,529 | +$4,606,449 | 2024-05-15 |
|---|
| Q1 2024 | USFD
US FOODS HLDG CORP | United States | COM | 304,088 | 336,188 | +32,100 | $13,808,636 | $18,144,066 | +$4,335,430 | 2024-05-15 |
|---|
| Q1 2024 | PWR
QUANTA SVCS INC | United States | COM | 54,120 | 55,720 | +1,600 | $11,679,096 | $14,476,056 | +$2,796,960 | 2024-05-15 |
|---|
| Q1 2024 | ST
SENSATA TECHNOLOGIES HLDG PL | | SHS | 490,158 | 559,058 | +68,900 | $18,415,236 | $20,539,791 | +$2,124,555 | 2024-05-15 |
|---|
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