Sunriver Management as of March 31, 2019
Portfolio Holdings for Sunriver Management
Sunriver Management holds 18 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Perspecta | 9.5 | $48M | 2.4M | 20.22 | |
| Aramark Hldgs (ARMK) | 8.2 | $41M | 1.4M | 29.55 | |
| First Data | 7.6 | $38M | 1.4M | 26.27 | |
| Us Foods Hldg Corp call (USFD) | 7.4 | $37M | 1.1M | 34.91 | |
| Ihs Markit | 7.1 | $36M | 660k | 54.38 | |
| Alphabet Inc Class A cs (GOOGL) | 6.2 | $31M | 27k | 1176.88 | |
| Open Text Corp (OTEX) | 5.9 | $30M | 769k | 38.43 | |
| Fidelity National Information Services (FIS) | 5.8 | $29M | 258k | 113.10 | |
| Talend S A ads | 5.6 | $28M | 553k | 50.57 | |
| Jacobs Engineering | 5.2 | $26M | 347k | 75.19 | |
| Williams Companies (WMB) | 4.9 | $25M | 854k | 28.72 | |
| CSX Corporation (CSX) | 4.5 | $23M | 303k | 74.82 | |
| Solarwinds Corp | 4.2 | $21M | 1.1M | 19.52 | |
| Masonite International (DOOR) | 4.1 | $21M | 417k | 49.89 | |
| Baidu (BIDU) | 3.9 | $20M | 119k | 164.85 | |
| Luxoft Holding Inc cmn | 3.4 | $17M | 291k | 58.71 | |
| Black Knight | 3.4 | $17M | 311k | 54.50 | |
| Owens Corning (OC) | 3.1 | $16M | 333k | 47.12 |
