VeriStar Capital Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), VeriStar Capital Management LP reported 11 stock positions worth $190.5 million. Its top holding was Sensata Technologies Holdplc (ST) at 10.8% of the portfolio, followed by Booking (BKNG, 10.3%) and Molina Healthcare (MOH, 9.9%). Compared with Q4 2023, it opened 2 new positions, sold out of 2, added to 6 and reduced 3. The biggest buy was a new position in Fidelity National Info Serv (FIS) and the biggest sale an exit from Integra Lifesciences (IART).
- Most Recent 13F
- Q3 2025
- Location
- NEW YORK, NY
- CIK
- 0001905111
- Portfolio Value
- $190.5M (Q1 2024)
- SEC Filing
- 0001892688-24-000064 ↗ filed May 15, 2024
Holdings Value
Holdings 11 stocks · $190.5M
| ST Sensata Technologies Holdplc | 10.78% | 559,058 | $20.5M | Add +14.1% |
| BKNG Booking Holdings Inc. | 10.27% | 5,392 | $19.6M | Add +27.9% |
| MOH Molina Healthcare Inc. | 9.85% | 45,665 | $18.8M | Reduce -2.4% |
| USFD US Foods Holding Corp. | 9.53% | 336,188 | $18.1M | Add +10.6% |
| LW Lamb Weston Holdings Inc. | 9.50% | 169,901 | $18.1M | Reduce -7.4% |
| FISV Fiserv Inc. | 9.37% | 111,700 | $17.9M | Add +392.1% |
| GDDY GoDaddy Inc. Class A | 8.96% | 143,837 | $17.1M | Reduce -18.8% |
| EIX Edison International | 8.86% | 238,671 | $16.9M | Add +55.0% |
| FIS Fidelity National Info Serv | 7.89% | 202,707 | $15.0M | New |
| PWR Quanta Services Inc. | 7.60% | 55,720 | $14.5M | Add +3.0% |
| SYY Sysco Corp. | 7.37% | 172,925 | $14.0M | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| FIS Fidelity National Info Serv | New | 7.89% | +7.89 |
| FISV Fiserv Inc. | Add +392.1% | 9.37% | +7.39 |
| SYY Sysco Corp. | New | 7.37% | +7.37 |
| EIX Edison International | Add +55.0% | 8.86% | +1.61 |
| USFD US Foods Holding Corp. | Add +10.6% | 9.53% | +0.43 |
| BKNG Booking Holdings Inc. | Add +27.9% | 10.27% | +0.41 |
| PWR Quanta Services Inc. | Add +3.0% | 7.60% | −0.10 |
| ST Sensata Technologies Holdplc | Add +14.1% | 10.78% | −1.35 |