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 (DOOR) | 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 |