Sunriver Management as of Dec. 31, 2020
Portfolio Holdings for Sunriver Management
Sunriver Management holds 19 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Fiserv (FI) | 8.6 | $52M | 460k | 113.86 | |
Ss&c Technologies Holding (SSNC) | 8.2 | $50M | 681k | 72.75 | |
Talend S A Ads | 7.6 | $46M | 1.2M | 38.34 | |
Otis Worldwide Corp (OTIS) | 7.3 | $44M | 655k | 67.55 | |
Change Healthcare | 7.0 | $43M | 2.3M | 18.65 | |
Willis Towers Watson SHS (WTW) | 6.4 | $39M | 185k | 210.68 | |
Science App Int'l (SAIC) | 6.1 | $37M | 389k | 94.64 | |
SEI Investments Company (SEIC) | 5.8 | $35M | 614k | 57.47 | |
Us Foods Hldg Corp call (USFD) | 5.5 | $33M | 995k | 33.31 | |
Wabtec Corporation (WAB) | 5.4 | $33M | 447k | 73.20 | |
Perspecta | 4.9 | $29M | 1.2M | 24.08 | |
CSX Corporation (CSX) | 4.8 | $29M | 319k | 90.75 | |
Masonite International (DOOR) | 4.7 | $28M | 288k | 98.34 | |
Eagle Materials (EXP) | 4.6 | $28M | 274k | 101.35 | |
Solarwinds Corp | 3.6 | $22M | 1.5M | 14.95 | |
Insperity (NSP) | 3.3 | $20M | 249k | 81.42 | |
R1 Rcm | 2.3 | $14M | 590k | 24.02 | |
Box Cl A (BOX) | 2.2 | $13M | 732k | 18.05 | |
Far Peak Acquisition Corp Unit 99/99/9999 | 1.7 | $10M | 1.0M | 10.35 |