Aryeh Capital Management Ltd.

Name: Aryeh Capital Management Ltd. 13F holdings, Q3 2025
Creator: Aryeh Capital Management Ltd.
Published: 2025-11-14

Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Aryeh Capital Management Ltd. reported 12 stock positions worth $119.5 million. Its top holding was Willis Towers Watson (WTW) at 19.4% of the portfolio, followed by First American Financial (FAF, 10.6%) and US Foods (USFD, 10.3%). Compared with Q2 2025, it sold out of 1, added to 4 and reduced 3. The biggest buy was First American Financial (FAF, shares +26%) and the biggest sale an exit from Apartment Invt & Mgmt Class A (AIV).

Most Recent 13F: Q4 2025
Location: TORONTO, A6
CIK: 0001803120
Portfolio Value: $119.5M (Q3 2025)
SEC Filing: 0001420506-25-003343 ↗ filed Nov 14, 2025

Holdings Value

Holdings 12 stocks · $119.5M


WTW Willis Towers Watson PLC	19.44%	67,265	$23.2M	No change
FAF First American Financial	10.61%	197,448	$12.7M	Add +25.8%
USFD US Foods Holding Corp.	10.25%	159,969	$12.3M	Reduce -14.5%
IQV Iqvia Holdings Inc.	9.87%	62,100	$11.8M	No change
AON Aon PLC Class A	9.64%	32,300	$11.5M	Add +27.2%
VVV Valvoline Inc.	8.56%	285,000	$10.2M	Add +29.3%
ACHC Acadia Healthcare Co. Inc.	7.80%	376,485	$9.3M	Add +13.3%
AER Aercap Holdings NV	6.04%	59,661	$7.2M	Reduce -38.5%
CMCSA Comcast Corp. Class A	5.46%	207,806	$6.5M	No change
FTDR Frontdoor Inc.	5.26%	93,377	$6.3M	Reduce -49.4%
FISV Fiserv Inc.	4.43%	41,042	$5.3M	No change
MCW Mister Car Wash Inc.	2.64%	592,583	$3.2M	No change

Portfolio Sells Q2 2025 → Q3 2025


AIV Apartment Invt & Mgmt Co. Class A	Sold out	0.00%	−6.27
FTDR Frontdoor Inc.	Reduce -49.4%	5.26%	−3.26
AER Aercap Holdings NV	Reduce -38.5%	6.04%	−2.85
USFD US Foods Holding Corp.	Reduce -14.5%	10.25%	−1.03

Portfolio Buys Q2 2025 → Q3 2025


FAF First American Financial	Add +25.8%	10.61%	+3.07
AON Aon PLC Class A	Add +27.2%	9.64%	+2.54
VVV Valvoline Inc.	Add +29.3%	8.56%	+2.02
ACHC Acadia Healthcare Co. Inc.	Add +13.3%	7.80%	+1.89

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q4 2025	0	$0
Q3 2025	12	$119.5M	WTW, FAF, USFD, IQV, AON
Q2 2025	13	$127.7M	WTW, USFD, AER, FTDR, IQV
Q1 2025	12	$140.0M	GPN, WTW, USFD, AER, FTDR
Q4 2024	11	$166.9M	GPN, WTW, FTDR, USFD, FISV
Q3 2024	10	$166.1M	GPN, WTW, FISV, FTDR, USFD
Q2 2024	10	$155.7M	GPN, WTW, FISV, USFD, AER
Q1 2024	9	$160.3M	GPN, FISV, WTW, AER, USFD