Sunriver Management as of June 30, 2017
Portfolio Holdings for Sunriver Management
Sunriver Management holds 19 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Travelport Worldwide | 10.4 | $47M | 3.4M | 13.76 | |
| Total System Services | 8.5 | $38M | 656k | 58.25 | |
| Aramark Hldgs (ARMK) | 8.0 | $36M | 873k | 40.98 | |
| Willis Towers Watson (WTW) | 7.5 | $34M | 232k | 145.46 | |
| Intercontinental Exchange (ICE) | 7.5 | $34M | 509k | 65.92 | |
| Fidelity National Information Services (FIS) | 7.4 | $33M | 390k | 85.40 | |
| Servicemaster Global | 6.7 | $30M | 768k | 39.19 | |
| Alphabet Inc Class A cs (GOOGL) | 6.1 | $27M | 30k | 929.68 | |
| Masonite International (DOOR) | 5.3 | $24M | 313k | 75.50 | |
| eBay (EBAY) | 5.1 | $23M | 661k | 34.92 | |
| Epam Systems (EPAM) | 4.8 | $21M | 254k | 84.09 | |
| Dollar General (DG) | 3.7 | $17M | 233k | 72.09 | |
| Advance Auto Parts (AAP) | 3.4 | $15M | 132k | 116.59 | |
| Ihs Markit | 3.3 | $15M | 340k | 44.04 | |
| Tripadvisor (TRIP) | 3.0 | $13M | 352k | 38.20 | |
| Canadian Pacific Railway | 2.9 | $13M | 82k | 160.81 | |
| Navigant Consulting | 2.6 | $12M | 583k | 19.76 | |
| Commercehub Inc Com Ser C | 2.2 | $9.8M | 564k | 17.44 | |
| CSX Corporation (CSX) | 1.6 | $7.1M | 130k | 54.56 |
