Sunriver Management as of June 30, 2019
Portfolio Holdings for Sunriver Management
Sunriver Management holds 19 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fidelity National Information Services (FIS) | 8.5 | $42M | 340k | 122.68 | |
| Aramark Hldgs (ARMK) | 7.4 | $36M | 1.0M | 36.06 | |
| Perspecta | 7.4 | $36M | 1.5M | 23.41 | |
| Solarwinds Corp | 7.3 | $36M | 1.9M | 18.34 | |
| Us Foods Hldg Corp call (USFD) | 7.2 | $36M | 992k | 35.76 | |
| Open Text Corp (OTEX) | 6.8 | $33M | 804k | 41.20 | |
| Ihs Markit SHS | 6.2 | $30M | 475k | 63.72 | |
| Masonite International | 6.2 | $30M | 573k | 52.68 | |
| Jacobs Engineering | 5.8 | $28M | 335k | 84.39 | |
| Talend S A Ads | 5.7 | $28M | 721k | 38.59 | |
| Williams Companies (WMB) | 5.2 | $26M | 917k | 28.04 | |
| First Data Corp Com Cl A | 4.6 | $23M | 836k | 27.07 | |
| ACI Worldwide (ACIW) | 4.2 | $21M | 600k | 34.34 | |
| Navigant Consulting | 3.9 | $19M | 827k | 23.19 | |
| Parsons Corporation (PSN) | 3.5 | $17M | 472k | 36.86 | |
| Advanced Drain Sys Inc Del (WMS) | 2.6 | $13M | 392k | 32.79 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 2.6 | $13M | 964k | 13.09 | |
| CSX Corporation (CSX) | 2.5 | $12M | 160k | 77.37 | |
| Owens Corning (OC) | 2.4 | $12M | 203k | 58.20 |
