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 | 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 |
