Sunriver Management as of Dec. 31, 2017
Portfolio Holdings for Sunriver Management
Sunriver Management holds 19 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ihs Markit | 8.5 | $40M | 892k | 45.15 | |
Travelport Worldwide | 7.6 | $36M | 2.7M | 13.07 | |
eBay (EBAY) | 7.1 | $34M | 896k | 37.74 | |
Alphabet Inc Class A cs (GOOGL) | 7.1 | $34M | 32k | 1053.39 | |
Aramark Hldgs (ARMK) | 6.7 | $32M | 739k | 42.74 | |
Us Foods Hldg Corp call (USFD) | 6.5 | $31M | 960k | 31.93 | |
Fidelity National Information Services (FIS) | 6.2 | $30M | 314k | 94.09 | |
ABM Industries (ABM) | 5.8 | $28M | 734k | 37.72 | |
Masonite International (DOOR) | 5.8 | $27M | 370k | 74.15 | |
Ecolab (ECL) | 5.3 | $25M | 186k | 134.18 | |
Navigant Consulting | 5.2 | $25M | 1.3M | 19.41 | |
Dollar Tree (DLTR) | 4.4 | $21M | 194k | 107.31 | |
First Data | 4.1 | $19M | 1.2M | 16.71 | |
Cotiviti Hldgs | 3.9 | $19M | 574k | 32.21 | |
Csra | 3.6 | $17M | 567k | 29.92 | |
Willis Towers Watson (WTW) | 3.3 | $16M | 105k | 150.69 | |
Canadian Pacific Railway | 3.3 | $16M | 86k | 182.76 | |
Facebook Inc cl a (META) | 2.9 | $14M | 78k | 176.47 | |
Williams Companies (WMB) | 2.9 | $14M | 443k | 30.49 |