VeriStar Capital Management LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), VeriStar Capital Management LP reported 14 stock positions worth $54.7 million. Its top holding was Fiserv (FISV) at 12.1% of the portfolio, followed by GoDaddy Class A (GDDY, 10.7%) and Fidelity National Info Serv (FIS, 10.0%). Compared with Q4 2024, it opened 5 new positions, sold out of 2, added to 3 and reduced 6. The biggest buy was a new position in Iqvia (IQV) and the biggest sale an exit from Edison International (EIX).
- Most Recent 13F
- Q3 2025
- Location
- NEW YORK, NY
- CIK
- 0001905111
- Portfolio Value
- $54.7M (Q1 2025)
- SEC Filing
- 0001892688-25-000127 ↗ filed May 15, 2025
Holdings Value
Holdings 14 stocks · $54.7M
| FISV Fiserv Inc. | 12.08% | 29,926 | $6.6M | Reduce -17.7% |
| GDDY GoDaddy Inc. Class A | 10.68% | 32,427 | $5.8M | Add +17.9% |
| FIS Fidelity National Info Serv | 9.99% | 73,169 | $5.5M | Add +48.5% |
| BKNG Booking Holdings Inc. | 9.58% | 1,137 | $5.2M | Reduce -29.3% |
| IQV Iqvia Holdings Inc. | 9.12% | 28,284 | $5.0M | New |
| CNM Core & Main Inc. Class A | 7.18% | 81,313 | $3.9M | Reduce -33.0% |
| MOH Molina Healthcare Inc. | 6.86% | 11,391 | $3.8M | Reduce -45.5% |
| HXL Hexcel Corp. | 6.83% | 68,220 | $3.7M | Add +0.2% |
| HUM Humana Inc. | 6.67% | 13,796 | $3.7M | Reduce -45.3% |
| BRKR Bruker Corp. | 6.35% | 83,200 | $3.5M | New |
| ASH Ashland Inc. | 4.75% | 43,800 | $2.6M | New |
| PWR Quanta Services Inc. | 4.53% | 9,750 | $2.5M | New |
| ST Sensata Technologies Holdplc | 3.11% | 70,000 | $1.7M | Reduce -41.3% |
| LEN Lennar Corp. Class A | 2.29% | 10,900 | $1.3M | New |
Portfolio Sells Q4 2024 → Q1 2025
| EIX Edison International | Sold out | 0.00% | −9.88 |
| USFD US Foods Holding Corp. | Sold out | 0.00% | −4.56 |
| HUM Humana Inc. | Reduce -45.3% | 6.67% | −4.05 |
| BKNG Booking Holdings Inc. | Reduce -29.3% | 9.58% | −3.81 |
| MOH Molina Healthcare Inc. | Reduce -45.5% | 6.86% | −3.34 |
| CNM Core & Main Inc. Class A | Reduce -33.0% | 7.18% | −3.17 |
| ST Sensata Technologies Holdplc | Reduce -41.3% | 3.11% | −2.37 |
| FISV Fiserv Inc. | Reduce -17.7% | 12.08% | −0.43 |
Portfolio Buys Q4 2024 → Q1 2025
| IQV Iqvia Holdings Inc. | New | 9.12% | +9.12 |
| BRKR Bruker Corp. | New | 6.35% | +6.35 |
| ASH Ashland Inc. | New | 4.75% | +4.75 |
| PWR Quanta Services Inc. | New | 4.53% | +4.53 |
| FIS Fidelity National Info Serv | Add +48.5% | 9.99% | +3.32 |
| LEN Lennar Corp. Class A | New | 2.29% | +2.29 |
| GDDY GoDaddy Inc. Class A | Add +17.9% | 10.68% | +1.59 |
| HXL Hexcel Corp. | Add +0.2% | 6.83% | −0.32 |