Aryeh Capital Management Ltd. Buys Progressive Corp, Willis Towers Watson PLC, Liberty Broadband Corp, Sells AerCap Holdings NV, KKR Inc, Insperity Inc

• New Purchases: PGR, WLTW,
• Added Positions: LBRDK, AON,
• Reduced Positions: AER, NSP, HCA, VVV,
• Sold Out: KKR,

For the details of Aryeh Capital Management Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/aryeh+capital+management+ltd./current-portfolio/portfolio

1. First American Financial Corp (FAF) - 476,782 shares, 14.16% of the total portfolio.
2. AerCap Holdings NV (AER) - 386,673 shares, 11.91% of the total portfolio. Shares reduced by 58.51%
3. Valvoline Inc (VVV) - 834,460 shares, 11.40% of the total portfolio. Shares reduced by 3.9%
4. Liberty Broadband Corp (LBRDK) - 136,233 shares, 10.72% of the total portfolio. Shares added by 57.25%
5. Progressive Corp (PGR) - 202,200 shares, 10.13% of the total portfolio. New Position

Aryeh Capital Management Ltd. initiated holding in Progressive Corp. The purchase prices were between $85.13 and $98.79, with an estimated average price of $90.79. The stock is now traded at around $101.000000. The impact to a portfolio due to this purchase was 10.13%. The holding were 202,200 shares as of 2021-03-31.

Aryeh Capital Management Ltd. initiated holding in Willis Towers Watson PLC. The purchase prices were between $199.23 and $234.6, with an estimated average price of $218.07. The stock is now traded at around $261.860000. The impact to a portfolio due to this purchase was 4.28%. The holding were 35,700 shares as of 2021-03-31.

Aryeh Capital Management Ltd. added to a holding in Liberty Broadband Corp by 57.25%. The purchase prices were between $142.73 and $156.84, with an estimated average price of $151.32. The stock is now traded at around $160.720000. The impact to a portfolio due to this purchase was 3.9%. The holding were 136,233 shares as of 2021-03-31.

Aryeh Capital Management Ltd. added to a holding in Aon PLC by 24.62%. The purchase prices were between $202.13 and $233.7, with an estimated average price of $220.25. The stock is now traded at around $252.230000. The impact to a portfolio due to this purchase was 1.74%. The holding were 72,900 shares as of 2021-03-31.

Aryeh Capital Management Ltd. sold out a holding in KKR & Co Inc. The sale prices were between $37.56 and $49.35, with an estimated average price of $44.8.