Sunriver Management as of Dec. 31, 2018
Portfolio Holdings for Sunriver Management
Sunriver Management holds 18 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aramark Hldgs (ARMK) | 8.7 | $38M | 1.3M | 28.97 | |
| Perspecta | 7.8 | $34M | 2.0M | 17.22 | |
| Luxoft Holding Inc cmn | 7.3 | $32M | 1.1M | 30.42 | |
| Fidelity National Information Services (FIS) | 7.0 | $31M | 302k | 102.55 | |
| First Data | 7.0 | $31M | 1.8M | 16.91 | |
| Ihs Markit | 6.9 | $31M | 636k | 47.97 | |
| Alphabet Inc Class A cs (GOOGL) | 6.3 | $28M | 27k | 1044.96 | |
| Us Foods Hldg Corp call (USFD) | 6.0 | $26M | 833k | 31.64 | |
| Open Text Corp (OTEX) | 5.5 | $24M | 734k | 32.60 | |
| Willis Towers Watson (WTW) | 5.2 | $23M | 152k | 151.86 | |
| Solarwinds Corp | 5.2 | $23M | 1.6M | 13.83 | |
| Williams Companies (WMB) | 5.0 | $22M | 995k | 22.05 | |
| Travelport Worldwide | 4.4 | $19M | 1.2M | 15.62 | |
| Baidu (BIDU) | 4.0 | $18M | 111k | 158.60 | |
| Masonite International | 3.7 | $16M | 367k | 44.83 | |
| Ecolab (ECL) | 3.7 | $16M | 110k | 147.35 | |
| Owens Corning (OC) | 3.3 | $15M | 333k | 43.98 | |
| Nielsen Hldgs Plc Shs Eur | 2.9 | $13M | 549k | 23.33 |
