HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 LAMB WESTON HLDGS INC |
183,400 | +74,100 | $19,824 |
| LW | 183,400 | +74,100 | $19,824 |
| GODADDY INC |
177,037 | UNCH | $18,794 |
| GDDY | 177,037 | UNCH | $18,794 |
| SENSATA TECHNOLOGIES HLDG PL |
490,158 | +131,200 | $18,415 |
| ST | 490,158 | +131,200 | $18,415 |
| MOLINA HEALTHCARE INC |
46,765 | -4,200 | $16,897 |
| MOH | 46,765 | -4,200 | $16,897 |
| BOOKING HOLDINGS INC |
4,216 | -200 | $14,955 |
| BKNG | 4,216 | -200 | $14,955 |
| US FOODS HLDG CORP |
304,088 | +140,000 | $13,809 |
| USFD | 304,088 | +140,000 | $13,809 |
| QUANTA SVCS INC |
54,120 | +14,900 | $11,679 |
| PWR | 54,120 | +14,900 | $11,679 |
| INTEGRA LIFESCIENCES HLDGS C |
268,000 | UNCH | $11,671 |
| IART | 268,000 | UNCH | $11,671 |
| FORTUNE BRANDS INNOVATIONS I |
153,225 | +52,570 | $11,667 |
| FBIN | 153,225 | +52,570 | $11,667 |
| EDISON INTL |
153,971 | +7,700 | $11,007 |
| EIX | 153,971 | +7,700 | $11,007 |
See Full List: All Stocks Held By VeriStar Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By VeriStar Capital Management LP
|
Size ($ in 1000's)
At 12/31/2023: $151,733 At 09/30/2023: $117,351 VeriStar Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from VeriStar Capital Management LP 13F filings. Link to 13F filings: SEC filings |
