VeriStar Capital Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), VeriStar Capital Management LP reported 11 stock positions worth $59.7 million. Its top holding was Booking (BKNG) at 13.4% of the portfolio, followed by Fiserv (FISV, 12.5%) and Humana (HUM, 10.7%). Compared with Q3 2024, it opened 3 new positions, sold out of 2, added to 2 and reduced 6. The biggest buy was a new position in Core & Main Class A (CNM) and the biggest sale Sensata Technologies Holdplc (ST, shares −70%).
- Most Recent 13F
- Q3 2025
- Location
- NEW YORK, NY
- CIK
- 0001905111
- Portfolio Value
- $59.7M (Q4 2024)
- SEC Filing
- 0001892688-25-000091 ↗ filed Feb 14, 2025
Holdings Value
Holdings 11 stocks · $59.7M
| BKNG Booking Holdings Inc. | 13.38% | 1,608 | $8.0M | Reduce -1.6% |
| FISV Fiserv Inc. | 12.51% | 36,362 | $7.5M | Reduce -13.7% |
| HUM Humana Inc. | 10.73% | 25,239 | $6.4M | Add +16.3% |
| CNM Core & Main Inc. Class A | 10.35% | 121,327 | $6.2M | New |
| MOH Molina Healthcare Inc. | 10.20% | 20,913 | $6.1M | Add +7.5% |
| EIX Edison International | 9.88% | 73,864 | $5.9M | Reduce -1.6% |
| GDDY GoDaddy Inc. Class A | 9.09% | 27,497 | $5.4M | Reduce -1.6% |
| HXL Hexcel Corp. | 7.15% | 68,092 | $4.3M | New |
| FIS Fidelity National Info Serv | 6.67% | 49,282 | $4.0M | Reduce -15.6% |
| ST Sensata Technologies Holdplc | 5.48% | 119,290 | $3.3M | Reduce -70.4% |
| USFD US Foods Holding Corp. | 4.56% | 40,320 | $2.7M | New |
Portfolio Sells Q3 2024 → Q4 2024
| ST Sensata Technologies Holdplc | Reduce -70.4% | 5.48% | −14.68 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −10.10 |
| SYY Sysco Corp. | Sold out | 0.00% | −8.60 |
| FIS Fidelity National Info Serv | Reduce -15.6% | 6.67% | −0.15 |
| EIX Edison International | Reduce -1.6% | 9.88% | +0.76 |
| FISV Fiserv Inc. | Reduce -13.7% | 12.51% | +1.95 |
| GDDY GoDaddy Inc. Class A | Reduce -1.6% | 9.09% | +2.98 |
| BKNG Booking Holdings Inc. | Reduce -1.6% | 13.38% | +3.78 |