Sunriver Management as of March 31, 2020
Portfolio Holdings for Sunriver Management
Sunriver Management holds 18 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Solarwinds Corp | 9.4 | $53M | 3.4M | 15.67 | |
| Ss&c Technologies Holding (SSNC) | 8.6 | $49M | 1.1M | 43.82 | |
| Ihs Markit | 7.0 | $40M | 668k | 60.00 | |
| Broadridge Financial Solutions (BR) | 6.5 | $37M | 393k | 94.83 | |
| CSX Corporation (CSX) | 6.4 | $37M | 639k | 57.30 | |
| Talend S A ads | 6.0 | $34M | 1.5M | 22.43 | |
| Fiserv (FI) | 6.0 | $34M | 358k | 94.99 | |
| Fidelity National Information Services (FIS) | 5.8 | $33M | 271k | 121.64 | |
| R1 Rcm | 5.3 | $30M | 3.3M | 9.09 | |
| Masonite International (DOOR) | 5.1 | $29M | 613k | 47.45 | |
| Open Text Corp (OTEX) | 5.0 | $29M | 818k | 34.92 | |
| Parsons Corporation (PSN) | 5.0 | $28M | 885k | 31.96 | |
| Science App Int'l (SAIC) | 4.9 | $28M | 376k | 74.63 | |
| Jacobs Engineering | 4.5 | $26M | 322k | 79.27 | |
| Perspecta | 4.2 | $24M | 1.3M | 18.24 | |
| Intercontinental Exchange (ICE) | 4.1 | $24M | 291k | 80.75 | |
| Eagle Materials (EXP) | 3.1 | $18M | 306k | 58.42 | |
| Willis Towers Watson (WTW) | 3.1 | $18M | 104k | 169.85 |
