VeriStar Capital Management LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), VeriStar Capital Management LP reported 11 stock positions worth $166.8 million. Its top holding was Booking (BKNG) at 12.8% of the portfolio, followed by Lamb Weston (LW, 12.7%) and Edison International (EIX, 10.9%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 4 and reduced 3. The biggest buy was a new position in Humana (HUM) and the biggest sale an exit from Quanta Services (PWR).
- Most Recent 13F
- Q3 2025
- Location
- NEW YORK, NY
- CIK
- 0001905111
- Portfolio Value
- $166.8M (Q2 2024)
- SEC Filing
- 0001892688-24-000093 ↗ filed Aug 14, 2024
Holdings Value
Holdings 11 stocks · $166.8M
| BKNG Booking Holdings Inc. | 12.80% | 5,392 | $21.4M | No change |
| LW Lamb Weston Holdings Inc. | 12.70% | 251,901 | $21.2M | Add +48.3% |
| EIX Edison International | 10.94% | 254,207 | $18.3M | Add +6.5% |
| FISV Fiserv Inc. | 9.98% | 111,700 | $16.6M | No change |
| MOH Molina Healthcare Inc. | 9.65% | 54,147 | $16.1M | Add +18.6% |
| HUM Humana Inc. | 9.54% | 42,600 | $15.9M | New |
| FIS Fidelity National Info Serv | 9.16% | 202,707 | $15.3M | No change |
| ST Sensata Technologies Holdplc | 8.81% | 393,032 | $14.7M | Reduce -29.7% |
| SYY Sysco Corp. | 7.91% | 184,925 | $13.2M | Add +6.9% |
| USFD US Foods Holding Corp. | 5.80% | 182,488 | $9.7M | Reduce -45.7% |
| GDDY GoDaddy Inc. Class A | 2.71% | 32,337 | $4.5M | Reduce -77.5% |