首页 › 机构 › Aryeh Capital Management Ltd.
Aryeh Capital Management Ltd.
特别关注No.8942 数据截至 2025Q3环比变动 Q2 2025
-$816.9万-6.4%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q3 2025 市值 | Q3 2025 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
| WWILLIS TOWERS WATSONWTW |
| 19.44% | 16.15% | $2,323.7万 | 6.7万股 | $2,061.7万 | 6.7万股 | 00.00% | 持仓不变 |
 FIRST AMERN FINLFAF |
| 10.61% | 7.55% | $1,268.4万 | 19.7万股 | $963.5万 | 15.7万股 | +4.1万股+25.80% | 加仓 |
 US FOODSUSFD |
| 10.25% | 11.29% | $1,225.7万 | 16.0万股 | $1,441.4万 | 18.7万股 | -2.7万股-14.53% | 减仓 |
 IQVIAIQV |
| 9.87% | 7.66% | $1,179.5万 | 6.2万股 | $978.6万 | 6.2万股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 9.64% | 7.1% | $1,151.8万 | 3.2万股 | $906.2万 | 2.5万股 | +6,900股+27.17% | 加仓 |
| VVALVOLINE COMVVV |
| 8.56% | 6.54% | $1,023.4万 | 28.5万股 | $835.0万 | 22.1万股 | +6.5万股+29.25% | 加仓 |
 ACADIA HEALTHCARE INACHC |
| 7.8% | 5.9% | $932.2万 | 37.6万股 | $754.0万 | 33.2万股 | +4.4万股+13.30% | 加仓 |
 AERCAP SHSAER |
| 6.04% | 8.89% | $721.9万 | 6.0万股 | $1,134.7万 | 9.7万股 | -3.7万股-38.48% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 5.46% | 5.81% | $652.9万 | 20.8万股 | $741.7万 | 20.8万股 | 00.00% | 持仓不变 |
 FRONTDOORFTDR |
| 5.26% | 8.52% | $628.3万 | 9.3万股 | $1,088.0万 | 18.5万股 | -9.1万股-49.42% | 减仓 |
| FFiservFISV |
| 4.43% | 5.54% | $529.2万 | 4.1万股 | $707.6万 | 4.1万股 | 00.00% | 持仓不变 |
| MMISTER CAR WASH INC COM |
| 2.64% | 2.79% | $315.8万 | 59.3万股 | $356.1万 | 59.3万股 | 00.00% | 持仓不变 |
